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Wealth RM

2 weeks ago

Ahmedabad Hyderabad, India Genius Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Job Description Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.

Job Role -

  • Providing financial solutions for high net worth clients.
  • Monitor financial market trends to ensure that client plans are responsive.
  • Must ensure the growth of AUM / Book Size.
  • Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
  • Sharing model portfolios with clients .
  • Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
  • Responsible for complying with regulatory compliance as set out by relevant regulatory authorities.

Job Requirements

  • Strong client UHNI network and relationships
  • Exceptional communication skills
  • Ability to think Big
  • High on integrity
  • Passionate, Ambitious & perseverant, Entrepreneurial mindset
  • Relationship management skills, Collaborative approach and a team player

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