Sr Manager/Chief Manager/ AVP- Wealth Management
1 week ago
Leading Broking Firm Hiring Wealth Managers
ACROSS INDIA
Interested please connect with MAHEK and drop CV at
Locations:
Delhi (Connaught Place, Bhikaji ), Noida/ Gurgaon
Bangalore
Chennai
Hyderabad
Mumbai
Kolkata
Pune
Designation- Sr Manager/ Chief Manager/ AVP- Wealth Management
Job Profile:
- Develop and provide solutions to the clients basis their requirements
- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles
- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM
- Initiate portfolio review of the existing investors in a timely manner
- Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends
- Share regular updates with the investors with regards to the schemes, research papers, etc.
- Conduct regular marketing activities in coordination with the regional marketing team and product team
Must Haves:
- Excellent socializing and relation building skills.
- Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
- Should be a confident individual and must conduct and present themselves well in front of client
- Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability
- Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.
- Should always identify opportunities for greater profit
- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation
Desired Candidate Profiles
- Candidates Should have a minimum 7 years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.
- Possession of requisite certifications will be an added advantage
- Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.
- Should have a proven track record of AUM generation.
- Aum size minimum 30 cr
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