Private Wealth Specialist

7 days ago

Hyderabad, Telangana, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,50,00,000
Market Lead/Sr. Market Lead

We are seeking a dynamic and result-oriented Market Lead/Sr.Market Lead to spearhead business growth, redefining Private Wealth for India's emerging HNIs.

  • Provide financial advice and implement financial planning recommendations for high net worth clients.
  • Monitor financial market trends to ensure client plans remain responsive.
  • Ensure the growth of AUM/Book Size.
  • Responsible for achieving targets based on acquisition and revenue generation through investment products.

Key Responsibilities:

  • Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
  • Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes.
  • Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation.
  • Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.

Requirements:

  • Strong client UHNI client network and relationships.
  • Exceptional communication skills.
  • Ability to think Big.
  • High on integrity.
  • Passionate, Ambitious & perseverant, Entrepreneurial mindset.
Job Requirements Summary
  • Experience: Strong client UHNI client network and relationships.
  • Communication Skills: Exceptional communication skills.
  • Personal Qualities: Ability to think Big, High on integrity, Passionate, Ambitious & perseverant, Entrepreneurial mindset.

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