Senior Wealth Manager

3 weeks ago

Tirupati, Andhra Pradesh, India Banking And NBFC Job Full time
THIS OPENING IS WITH A REPUTED NBFC FOR THEIR PCG VERTICLE INTO WEALTH MANAGEMENT FOR MUMBAI LOCATION (ANDHERI & PRABHADEVI, OTHERS), LOCAL CANDIDATES WITH WEALTH PRODUCTS SELLING EXP FROM BANKS, NBFC OR OTHER FINANCIAL COMPANIES SHOULD APPLY.CTC: UP TO 22 LPA (DEPENDING UPON CANDIDATES)Job PurposeResponsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.
Need to ensure growth of AUM or book size.Key DeliverablesCriticalAnalyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products.
Responsible for business development through acquisition of high net-worth clients.
Mandatory numbers of meetings with clients to keep them updated with the current market scenario.RoutineAnalyse client portfolios and make necessary suggestions.
Recommend financial products.
Responsible for identifying customer needs and assessing their risk appetiteProvide regular updates to the immediate superior as and when requiredCreate and enforce plans that will help meet the needs of the customer.Role RequirementsEducational Qualifications: Graduation / Post Graduation in any disciplineExperience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platformIT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

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