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Wealth Manager

IIFL Capital Services Limited

0 years

0 Lacs

Mumbai, Maharashtra, India

Posted:1 day ago| Platform:

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Skills Required

strategies management portfolios risk research analyze collaboration development

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On-site

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Full Time

Job Description

Responsibilities: Acquisition of HNI Clients: Identify and target Affluent and Super Affluent client segments in the market to expand our client base. Develop and implement strategies for new client acquisition (HNI/HNW clients with minimum 50cr AUM). Client Relationship Management: Build and maintain strong relationships with clients, ensuring their financial needs are met. Generate Assets Under Management (AUM) from preferred clients thru products like PMS, MF, AIF etc. Financial Advisory: Provide expert financial advice to Affluent clients, analyzing their financial portfolios, investment objectives, and risk tolerance. Develop customized financial plans to meet their goals. Market Research: Continuously research and analyze investment opportunities and financial market trends. Evaluate these opportunities to determine their suitability for inclusion in clients' portfolios. Collaboration: Coordinate closely with the product and research teams to make informed investment decisions that align with clients' financial requirements and objectives. Client Education: Conduct seminars, workshops, and other business development activities to educate clients on financial strategies, market trends, and investment options. Show more Show less

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