Senior Wealth Manager

1 week ago

Mumbai Chennai Chandigarh, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000
Job Description

We are seeking a Relationship Manager to cater to the investment needs of mass affluent clients, providing tailored wealth advice and achieving significant asset under management targets.

  • Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds, Portfolio Management Services, Alternate Investment Funds, Private Equity, Structured Products, Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products.
  • Meet AUM, investor acquisition, and AUM targets for assigned areas.
  • Deliver customized wealth advice to HNI customers in a timely manner.
  • Conduct periodic reviews of clients' portfolios to ensure alignment with investment objectives.
Key Responsibilities
  • Clients and Customers:
  • Retail Clients: Mass Affluent
  • HNI Clients
Requirements and Skills
  • Investment Knowledge:
  • Mutual Funds
  • Portfolio Management Services
  • Alternate Investment Funds
  • Private Equity
  • Structured Products
  • Unlisted Shares
  • Bonds
  • Direct Equity
  • Equity Advisory Products
Benefits

A challenging role with opportunities for professional growth and development.

Others

Working collaboratively as part of a team to achieve business objectives.

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