Market Lead/Sr.Market Lead

Job Description

Job Description – Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like – Mutual Fund, PMS, PE, Bonds, Structured Products, equity, AIF, Life Ins, Gen Ins, etc. Job Role - Providing financial advice and implementing financial planning recommendations for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs. Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes. Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation. Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. Responsible for complying with regulatory compliance as set out by relevant authorities Job Requirements Strong client UHNI client network and relationships Exceptional communication skills Ability to think Big High on integrity Passionate, Ambitious & perseverant, Entrepreneurial mindset Relationship management skills, Collaborative approach and a team player Show more Show less