Private Wealth Manager

3 days ago

New Delhi, India Vimerse Infotech Inc Full time

Wealth Manager Roles and Responsibilities:

Acquiring HNI/ UHNI clients through networking, database, market analysis, and references

Maintain client relationships and generate AUM from HNI/Ultra HNI clients

Achieve the financial goals of the clients through various product line

Key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity, Commodities & Currency, in-house Arbitrage strategy, MLD, Corporate FDs, Loans Secured & Unsecured, Real Estate advisory

Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio

Coordinate with product and research teams to taking investment decisions for the clients

Achieve budgeted targets in terms of the number of clients/volume of business & assets

Share regular communications with clients regarding information, research, and material of the organization

Desired Candidate Profile:

Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading Equity, Commodities & Currency

Preferably handling AUM of 20cr. and above

Should have excellent social/ interpersonal skills

Should be okay with Client Acquisition (B2C)

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