Wealth Manager

As a Relationship Manager in the Marketing department, your role will involve acquiring preferred clients (HNI/Ultra HNI) and maintaining strong client relationships to generate AUM (Assets Under Management) from them. You will advise HNI/Ultra HNI clients on their Investments, manage their financial portfolio, and deepen the wallet from existing clients. Your responsibilities will include coordinating with the product and research team to make investment decisions for clients. Additionally, you will be involved in organizing seminars, workshops, and other business development activities. Achieving budgeted targets in terms of the number of clients, volume of business, and assets will be a key part of your role. Key Responsibilities: - Acquire preferred clients (HNI/Ultra HNI) and maintain client relationships - Generate AUM from preferred clients - Advise clients on Investments and manage their financial portfolio - Coordinate with the product and research team for investment decisions - Organize seminars, workshops, and business development activities - Achieve budgeted targets for clients, business volume, and assets - Research and stay updated on available investment opportunities - Contact clients periodically to ensure satisfaction with service and returns - Review clients" investment needs for necessary portfolio reassessment - Handle key products such as Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, Commodities & Currency Qualifications Required: - CFP / CFA / MBA in Finance / Marketing Preferred Experience: - 5+ years of experience in financial services/ Broking Company and Insurance sector Key Skills: - Individual performer with a pleasant personality and good communication skills - Ability to handle a reasonable book size In this role, you will be based in Mumbai, Indore, Surat, Delhi, or Bangalore.,