Wealth Manager

Designation:- Sr.Wealth Manager

Job Location

Job Summary

Key Responsibilities:

• Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients.
• Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.
• Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.
• Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.
• Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process.
• Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions.
• Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns.
• Identify and pursue new business opportunities to expand the client base.
• Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction. •
• Prepare and present detailed investment reports and performance updates to clients

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• CFA, CFP, or other relevant certifications are highly desirable.
• Minimum of 4 to 15 years of experience in wealth management, financial planning, or a related field.
• Strong knowledge of investment products, financial markets, and regulatory requirements.
• Excellent communication, presentation, and interpersonal skills.
• Ability to build and maintain long-term client relationships.
• Strong analytical and problem-solving abilities.
• Proficiency in financial planning software and Microsoft Office Suite

If you are interested send CV :- pranali@aifpms.com

8855048871