Wealth Manager

Designation :- Wealth Manager /Relationship Manager

Job location :- Nashik

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.

• Ensure compliance with all regulatory requirements and company policies

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 any interested Candidate send CV

pranali@altportfunds.com

8855048871