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Private Wealth Manager

8 - 13 years

11 - 21 Lacs

Chennai Bengaluru Hyderabad

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Sales Mutual Funds Client Acquisition Portfolio Management Services HNI Acquisition Revenue Generation PMS BONDS WEALTH MANAGER MF Private Wealth AIF Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. 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. Responsible for business development through acquisition of high net worth clients. Provide regular updates to the immediate superior as and when required Mandatory numbers of meetings with clients to keep them updated with the current market scenario Preferred candidate profile Educational Qualifications: Graduation / Post Graduation in any discipline Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)

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