Manager/ Sr Manager- Wealth Management

Designation: Manager/ Sr Manager- 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 communication and listening skills, with the ability to explain complex information clearly and simply.
• Should be a confident individual and must conduct and present themselves well in front of client
• Able to analyse the requirement of the client?s 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

• Candidate Should have a minimum 5 -8 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.
• Book size should be minimum 20 CR

Location- Delhi/NCR

Specific Locations: Vasant Kunj (Delhi), Punjabi Bagh (Delhi), & Nehru Place (Delhi)

Salary- 14 LPA- 20 LPA

Interested candidate can mail there resume to

[email protected]

Regards

Sonam Singh