Financial Services Specialist

4 days ago


Mumbai, Maharashtra, India People Konnect Full time
Job Description
We are seeking a dynamic individual to join our team at People Konnect as a Wealth Manager. As a key member of our organization, you will be responsible for acquiring and relationship managing high net worth individuals.

Role & Responsibilities:
1. Acquisition – Acquire approximately 25% of new business through High Net Worth Individuals
2. Relationship Management – Manage acquired portfolios, focusing on 50% of the role
3. Deepen Wallet – Cross-sell and deepen wallet share with existing clients
4. Understanding Client Financial Needs – Analyze risk profiles and asset allocators for clients
5. Review – Conduct ongoing performance reviews of client portfolios against plan (monthly/quarterly/annual)
6. Special Projects – Participate in regular projects as required by management
7. Backup – Provide leave cover for colleagues, requiring training across all functions

About Us
At People Konnect, we value teamwork and dedication. Our ideal candidate is an all-rounder who can contribute across functions while delivering core metrics.

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