Executive Search Consultant Hiring For Renowned Broking Firm

Urgent Hiring in Wealth Profile. Location: Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, Chennai Preffered Candidates From Stock Broking. JOB DESCRIPTION Role Responsibilities: Client Relationship Management: *Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences. *Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction. *Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF and Services according to Customer Needs. *Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship. Financial Planning: *Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance. *Develop personalized financial plans and investment strategies to help clients achieve their objectives. Product Advisory: *Provide advice on a range of wealth management products and services, including investment portfolios. *Stay informed about market trends, economic developments, and regulatory changes that may impact clients' portfolios. Portfolio Management: *Build and manage investment portfolios based on clients' risk profiles and financial objectives. *Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks. Business Development: *Identify and pursue opportunities to expand the client base through referrals, networking, and other business development activities. *Collaborate with internal teams to cross-sell other financial products and services. Compliance and Risk Management: *Ensure compliance with regulatory requirements and internal policies. *Assess and manage risks associated with client portfolios and financial plans. Desired qualifications: Graduate/Postgraduate Certifications Preferred: NISM-Series-V-A: Mutual Fund Distributors Certification Examination Series-XXI-A Portfolio Management Services (PMS) NISM Series XIX-A: Alternative Investment Funds NISM Series XIX-B: Alternative Investment Funds Overall Experience Required: 6 +Years. Location: Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, Chennai Reports to: Business Head Salary Range : 8 -14 LPA Interested candidate can share resume on consult.executivesearch@gmail.com or You Can connect us on +91 7703945182