
Senior Client Portfolio Manager
2 days ago
Our organization seeks a skilled Wealth Manager to oversee the management of high net worth individual clients.
Key Responsibilities:
- Client Acquisition and Relationship Management: Acquire and manage high net worth individual clients to ensure seamless service delivery.
- Client Profiling: Conduct in-depth profiling to offer tailored debt, equity, mutual funds, structured products, and real estate investments.
- Portfolio Analysis and Management: Analyze and manage client portfolios for optimal performance and profitability.
- Cross-Selling and Business Development: Drive cross-selling initiatives, deepen relationships, and enhance client share of wallet.
- Marketing Support: Collaborate with marketing teams to support plans and acquisition initiatives in the corporate/HNI space.
Qualifications:
- MBA, PGDBA, or equivalent postgraduate degree in business administration.
- AMFI/NISM certification is mandatory, while IRDA certification is preferred.
Key Skills:
- Strong knowledge of wealth management and financial markets.
- Excellent client acquisition and relationship management skills.
- Ability to analyze and manage client portfolios for optimal performance and profitability.
- Proven business development and cross-selling skills.
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