Sr Manager/Chief Manager/ AVP- Wealth Management

4 days ago

bangalore, India Quotient Consultancy Full time

Leading Broking Firm Hiring Wealth ManagersACROSS INDIAInterested please connect with MAHEK and drop CV at Locations:Delhi (Connaught Place, Bhikaji ), Noida/ GurgaonBangaloreChennaiHyderabadMumbaiKolkataPuneDesignation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:Develop and provide solutions to the clients basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate portfolio review of the existing investors in a timely mannerUpsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trendsShare regular updates with the investors with regards to the schemes, research papers, etc.Conduct regular marketing activities in coordination with the regional marketing team and product teamMust Haves:Excellent socializing and relation building skills.Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.Should be a confident individual and must conduct and present themselves well in front of clientAble to analyse the requirement of the clients basis their financial goals and have strong logical and numerical abilityAbility to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.Should always identify opportunities for greater profitFollows the guidelines and compliance needs and be closely monitored and response to any request for documentationDesired Candidate ProfilesCandidates Should have a minimum 7 years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.Possession of requisite certifications will be an added advantageShould have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.Should have a proven track record of AUM generation.Aum size minimum 30 cr

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