Wealth Manager

You will be responsible for acquiring preferred clients (HNI/Ultra HNI) in the financial services industry. Your main tasks will include maintaining client relationships, generating Assets Under Management (AUM) from preferred clients, and advising HNI/Ultra HNI clients on their investments and managing their overall financial portfolio. Additionally, you will be required to deepen the wallet from existing clients and coordinate with the product and research team for making investment decisions for the clients. Your role will also involve conducting and assisting in organizing seminars, workshops, and other business development activities. You will be expected to achieve budgeted targets in terms of the number of clients, volume of business, and assets. It will be essential for you to research, investigate, and stay updated on available investment opportunities, as well as to contact clients periodically to assess their satisfaction with the service and returns generated. Furthermore, you will need to review the clients" investment needs to determine if any market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment. The key products you will be handling include Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency. Qualifications: - Preferred Qualification: CFP / CFA / MBA in Finance / Marketing - Preferred Experience: 5+ years of experience in the financial services/broking company and insurance sector Key Skills: - Individual performer - Handling a reasonable book size - Pleasant personality and good communication skills Functional Area: - Marketing Please note that the job location for this position is Mumbai, Indore, Surat, Delhi, and Bangalore.,