Wealth Relationship Manager

1 week ago

Bengaluru Chennai New Delhi, India AUM Capital Market Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role & responsibilities

  • Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.
  • Asset allocation, financial planning and risk management according to client risk profile.
  • Acquiring New Clients, activation of inactive clients, client retention.
  • 360-degree Financial planning of HNI, UHNI and Corporate clients
  • Analyzing Risk profile of clients and pitching the right product.
  • Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.
  • Successfully developing and maintaining clients relationship
  • Understanding capital market scenarios and knowledge of Wealth.
  • Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients.
  • Competitive landscape understanding (Competitor activity, new product development).
  • Sales promotions to increase client base
  • Client servicing.

Preferred candidate profile :

  • Graduate/Post-graduate;
  • With atleast 3 to 12+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries in financial services broking company;
  • Sourcing 'New Customers' by providing best financial solutions to our clients will be a prerequisite requirement for this role;
  • Good knowledge of financial products (MF, FD, PMS, Structured Product, Sovereign and Corporates Bonds, HL and LAP) will help the candidate perform in the 'Wealth RM' role;
  • Impeccable Communication and Presentation skills

Perks and benefits :

  • Platform to progress and grow fast in career for performing employees
  • Competitive Compensation + Incentive Structure

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