Portfolio / Wealth Manager - AVP, DVP, VP | 7 to 15 yrs | Financial Services | Bengaluru/Pune

2 weeks ago

Bengaluru, Karnataka, India MetaMorph Full time ₹ 12,00,000 - ₹ 60,00,000 per year

About MetaMorph:

We at MetaMorph, empower startups to scale and innovate by placing people at the centre of their strategy. With a proven track record of supporting over 220 startups, we specialise in aligning talent with organizational needs, enhancing employee skills, and transforming employer brands. Our data-driven insights fuel decision-making and provide comprehensive support for both acquisition and being acquired, ensuring you are covered from every angle—360°

About our client:

It's a diversified Indian financial services firm offering a wide spectrum of investment, advisory, and trading solutions, with over two decades of market presence.

Responsibilities:

● Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

● Financial Planning (FP) and Portfolio Services

● Execution of transactions post FP and on periodical basis

● Manage Private Wealth, PMS and AIF fund related queries

● Ensure delivery of various MIS reports as per requirements

● To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

● To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

● Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

● To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

● To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

● To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

● To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

Qualifications:

● Post Graduate / MBA from a reputed institute Experience

● Minimum of years of experience

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