Wealth Manager

As a Wealth Manager, your primary role involves acquiring and maintaining relationships with preferred clients, specifically High Net Worth Individuals (HNI) and Ultra HNI clients. You will be responsible for generating Assets Under Management (AUM) from these clients by advising them on their investments and managing their financial portfolios. Additionally, you will collaborate with the product and research team to make informed investment decisions for your clients. Key Responsibilities: - Acquire and maintain relationships with preferred clients, focusing on HNI and Ultra HNI individuals - Generate AUM from preferred clients by providing investment advice and managing their financial portfolios - Coordinate with the product and research team to make investment decisions for clients - Organize seminars, workshops, and other business development activities - Achieve budgeted targets in terms of client numbers and volume of business & assets - Stay updated on available investment opportunities - Periodically contact clients to assess satisfaction and investment performance - Review clients" investment needs based on market, life, economic, and financial changes - Handle key products such as Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, Commodities & Currency Qualifications: - CFP / CFA / MBA in Finance / Marketing - Minimum of 3 years of experience in a similar role In this role, you will be part of the Marketing functional area.,