Senior Wealth Manager

2 days ago

Bengaluru Bangalore Cochin Kochi Ernakulam Ahmedabad, India beBeePortfolio Full time ₹ 8,00,000 - ₹ 12,00,000

Job Summary

We are seeking a highly skilled Portfolio Manager to join our team. The ideal candidate will have experience in managing high net worth individual (HNI) portfolios, with a strong focus on acquiring, enhancing, deepening, and retaining client relationships.

The successful candidate will be responsible for generating revenue by promoting mutual funds, portfolio management services, alternative investment funds, and equity products. They will also network and cultivate strong relationships with clients, leveraging their knowledge of equity and debt-based products, loans, and other financial instruments.

In this role, you will work closely with clients to understand their financial goals and objectives, providing personalized advice and guidance to help them achieve their wealth management aspirations. You will also be responsible for building and maintaining a strong client base, with a focus on delivering exceptional customer service and support.

Key Responsibilities:

  1. HNI UHNI Portfolio Management: Acquiring, Enhancing, Deepening, and Retention
  2. Revenue Generation: Promoting Mutual Funds (MF), PMS, AIF, Equity
  3. Networking and Relationship Building: Cultivating strong relationships with clients
  4. Product Knowledge: Equity and Debt-based products, Loans
  5. Selling Skills: Exceptional selling skills, soft skills, and knowledge of products
  6. Market Expertise: Deep knowledge of capital markets and financial products
  7. AUM Growth: Building AUM and client base as per company targets
  8. Client Communication: Sending news and market-related inputs & reports to clients

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