
Shriram Wealth
4 weeks ago
Job Role - Providing financial solutions for high net worth clients 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 Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes Sharing model portfolios with clients Responsible for targeting towards the AUM growth revenue generation from the relationships with Shriram Wealth Management Responsible for complying with regulatory compliance as set out by relevant regulatory authorities Job Requirements Strong client UHNI network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate Ambitious perseverant Entrepreneurial mindset Relationship management skills Collaborative approach and a team player Exp 5 years of experience into Private wealth management Education Graduate with MBA from Premier B schools