Lead

3 days ago

Hyderabad, Telangana, India Shriram Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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

Job Role -

  • Providing financial advice and implementing financial planning recommendations for high net worth clients.
  • Monitor financial market trends to ensure that client plans are responsive.
  • Must ensure the growth of AUM / Book Size
  • Responsible for achieving targets based on acquisition and revenue generation through investment products.
  • Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
  • Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
  • Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes.
  • Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation.
  • 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 authorities

Job Requirements

  • Strong client UHNI client 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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