Wealth Manager

3 days ago

Pune, Maharashtra, India Altport Experts Pvt Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Designation: Sr.Wealth Manager

Job Location:-Pune & Nashik

Required :- Only Male candidate

Job Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client

satisfaction

Key Responsibilities:

  • Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients.
  • Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.
  • Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.
  • Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
  • Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process.
  • Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions.
  • Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns.
  • Identify and pursue new business opportunities to expand the client base.
  • Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information.
  • Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
    •
  • Prepare and present detailed investment reports and performance updates to clients

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • CFA, CFP, or other relevant certifications are highly desirable.
  • Minimum of 4 to 15 years of experience in wealth management, financial planning, or a related field.
  • Strong knowledge of investment products, financial markets, and regulatory requirements.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to build and maintain long-term client relationships.
  • Strong analytical and problem-solving abilities.
  • Proficiency in financial planning software and Microsoft Office Suite

If you are interested send CV :-

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