Wealth Manager

1 day ago

Hyderabad, India Hireginie Full time
A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies.
Asset Management
Experience: Minimum 2 years
Graduation / PGDM / MMS
About the Role : As an Assistant Manager – Channel Sales , You are responsible for acquiring and managing clients through channel partners like IFAs, wealth managers, and distributors. You shall promote PMS and AIF products, provide investment solutions based on client needs, and support business growth through strong relationship management and market insights.
Drive business development through financial intermediaries such as advisors, wealth managers, bankers, family offices, and national distributors.
Present macroeconomic updates, both domestic and global, to clients and channel partners.
Generate incremental AUM via new client acquisition, referrals, and self-sourcing.
Proactively recommend strategies and build tailored investment portfolios for clients.
Understand stock selection frameworks and articulate the investment philosophy to clients.
Analyze client requirements and offer appropriate investment strategies.
Share regular market updates, insights, and trends to enhance the client experience.
Strong networking and relationship-building skills.
Ability to present and articulate investment strategies clearly.

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