
Wealth manager
5 days ago
Job Description - Relationship Manager HNI Sales
SUMMARY: -
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be
the final point of contact with the client. (S) He would be responsible for acquiring High Net
Worth relationships and managing & retaining such relationships by delivering the best
standards of services. (S) He would be expected to establish strong ties with them by designing
& implementing their financial plans; and then by ensuring that they receive and execute on the
right advice.
PRE-REQUISITES: -
Relationship Managers with prior experience of working in a Broking/Private
bank/wealth management set up.
Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and
above.
¢
¢
Experience of advising clients across all asset classes.
Candidates having good vintage in their present as well as previous companies.
ROLES & RESPONSIBILITIES: -
¢
The Relationship Manager will be responsible for bringing their existing clients (Affluent
& Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial
portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client
acquisition
To research, investigate and update them on available investment
opportunities/financial market trend to determine whether they fit into clients
portfolios.
¢
¢
¢
¢
¢
¢
To coordinate with product and research team (Centralize CFP Team) for taking
investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business
development activities.
JOB SPECIFICATIONS REQUIRED:
Qualifications:
An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in
Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience:
Minimum 6 months experience in handling HNI Relationship, Sales & Financial Planning of HNI
Clients from BFSI sector with good business / market knowledge. Having experience of handling
HNI Client Acquisitions and Relationship Management & service.
Desired Skill Set:
¢
¢
Ability to inspire trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finances and take
active interest in their financial well being.
¢
¢
¢
A thorough understanding of financial markets, their behavior, movements and
expectations with respect to market.
Ability to process several inputs provided by research team and other sources and apply
them to the specific context of several clients thus generating insights for clients
Good oral and written communication skills with clarity of thought, speech and
expression
¢
¢
Good interpersonal skills
Good Analytical Skills
General Competencies:
¢
¢
¢
¢
Positive attitude, socially effective, high level of perseverance and patience
Assertive & hard working
Result oriented
Strong analytical skills and ability to work in teams.
MOST Important: Do and Dont: HNI- Relationship Managers
1. Stability - at least average of 2-3 years in each of his last jobs/ should not have changed
more than 2 jobs in last 5 years
- From the same Geography Candidate should be from the same location
- Candidate who has earned incentives
- Hands on experience in HNI relationships no retail, no franchisee network, no online /
telecalling sales. - Ability and willingness to manage clients not dependent on assignment clients by
organization. - Has passion and willingness for field work and relationship management
- Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organization with
High Value relationships - Willing to work in individually capacity
- Candidates already interviewed and rejected in the past should not be considered
-
Wealth Manager
5 days ago
New Delhi, India Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
-
Wealth Manager
2 weeks ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
6 days ago
New Delhi, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
27 minutes ago
Delhi, Delhi, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCompany: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...
-
Content Writer
6 days ago
New Delhi, India Nuvama Wealth Full timeOverview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
-
Content Writer
4 days ago
New Delhi, India Nuvama Wealth Full timeOverview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...
-
Wealth Management – Research
2 weeks ago
Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per yearSelected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...
-
Wealth Advisor
6 days ago
Gurugram, Haryana, India Primedin Wealth Pvt. Ltd. Full time**JOB TITLE**: Client Engagement Manager **LOCATION**: Gurgaon **ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric...
-
Team Lead- Wealth Management
7 days ago
Gurugram, New Delhi, Noida, India Skywings Advisors Full time ₹ 15,00,000 - ₹ 25,00,000 per yearTeam Leader – Wealth Managers / AdvisorsLocation: Dwarka- DelhiExperience: 5–7 yrs (Wealth Management) * Team handling for Wealth Advisors / Planner + HNI client servicing* Mutual Funds, Insurance, PMS sales* NISM/CFP preferred Call
-
Wealth Manager
3 days ago
Bengaluru, Delhi, Kolkata, NCR, India Dhruv Corporate (HR) Solutions Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 25,00,000 per yearThe Wealth Manager will play a pivotal role in driving the firms expansion strategy by acquiring and nurturing relationships with HNW and UHNW clientsThe role involves delivering bespoke investment advisory services and solutions tailored to client needsThe candidate will promote and advise on proprietary investment products and strategies, engaging with...