Wealth Manager-PCG

15 hours ago

Bengaluru Indore Mumbai, India 97c7ee17-4fa9-490d-b3ed-778628cedd2f Full time ₹ 10,00,000 - ₹ 15,00,000 per year

Greetings

Skills required: Wealth/ Investment/PMS/MF/AIF

As a Wealth Manager, you will be responsible for maintaining client relationships and generating assets under management (AUM). Your main focus will be on selling financial products to high-net-worth individuals (HNIs), with a preference for mutual funds and bonds.

Responsibilities

  • Develop and maintain strong relationships with clients, maximizing risk vs reward balance and optimizing product mix based on individual client's risk profile.
  • Acquire and manage preferred clients, both affluent and super affluent.
  • Expand our network of clients by selling bonds, mutual funds, and portfolio management services (PMS) products to B2C and B2B customers.
  • Deepen existing relationships and increase the size of investment asset under management (AUM) portfolio.
  • Conduct comprehensive financial planning, assessing needs, identifying opportunities, and recommending suitable financial solutions.
  • Deliver wealth management and banking services to existing customers.
  • Track the market for affluent and super affluent client segments and actively acquire new clients.
  • Ensure compliance with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

Requirements

  • Minimum 3 years of experience working in a business development or sales role in a wealth management or private banking firm.
  • Strong knowledge of financial products, particularly AIF, PMS, mutual funds, and bonds.
  • Experience in selling investment products to HNIs.
  • Excellent communication and presentation skills, with the ability to effectively communicate wealth solutions to clients.
  • Familiarity with financial markets and a good understanding of wealth management products.
  • Strong interpersonal and problem-solving skills, as well as customer relationship management abilities

Location: Mumbai/Ahmedabad/Chennai/ Delhi/Noida/Hyderabad

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