Financial Strategist

4 days ago

Pune, Maharashtra, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,50,00,000

At Shriram Wealth, we redefine Private Wealth for India's emerging High Net Worth Individuals (HNIs). A dynamic and result-oriented Market Lead/Senior Market Lead spearheads our business growth.

Job Description

We understand the financial needs and risk appetite of our clients and recommend suitable products from our array of financial products, including:

  • Mutual Funds
  • Portfolio Management Services (PMS)
  • Private Equity (PE)
  • Bonds
  • Structured Products
  • Equity
  • Alternate Investment Funds (AIF)
  • Life Insurance
  • General Insurance

Our Market Lead/Senior Market Lead is responsible for:

  • Providing financial advice and implementing financial planning recommendations for high net worth clients
  • Monitoring financial market trends to ensure client plans are responsive
  • Ensuring the growth of Assets Under Management (AUM) / Book Size
  • Responsible for achieving targets based on acquisition and revenue generation through investment products
  • Providing appropriate investment advice to clients based on their needs and risk profile in conjunction with our house views on various products and asset classes
  • Conducting financial mapping of clients to analyze key parameters, including risk profile, asset allocation, investment horizon, and liquidity needs
  • Customizing portfolio proposals for clients through allocation of client funds into products across fund, equity, and other asset classes
  • Actively reviewing and monitoring client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation
  • Responsible for targeting towards AUM growth & revenue generation from relationships with Shriram Wealth Management
  • Complying with regulatory compliance as set out by relevant authorities

Key Requirements:

  • Strong client network and relationships with UHNI clients
  • Exceptional communication skills
  • Ability to think big
  • High integrity
  • Passionate, ambitious, and perseverant, entrepreneurial mindset
  • Relationship management skills, collaborative approach, and a team player

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