Wealth Manager

Role & responsibilities

The role expectations RM is required to have knowledge & expertise in equity derivates markets as well as have client relationships in the said geography.

S/he is able to pitch & acquire UHNI/ Family offices clients (typical ticket size is 5 Crs.+ Per Account & above) & pitch clients Direct Equities, bouquet of structured products, MFs, AIFs, PMS, etc..

Role Responsibilities:

• Instrumental in Increasing the client base, revenue and market share by adding to the Pool of UHNI, Large Self Trader clients and corporate customers.
• Ensure effective client management and retention by maintaining relationships across the set of HNI clients and Corporate investors.
• Aim to maximize the wallet share of the client through equity and cross sell products like Alternative Investments, Fixed Income, Forex, PMS, AIFs etc.,
• Maintain multi product focus and equally drive Cross Sell Investment Products to attain clients needs and desired Profitability from Cross Sell segment to existing and new clients
• Exhibit high level of business acumen to achieve optimum Risk to Reward
• Liaise with internal teams like Risk, Operations etc. for smooth functioning of the business.

Functional & Behavioural Competencies:

• Adherence to Corporate & Regulatory Governance Risk framework
• Strong Capital Markets Knowledge Cash, F&O, Currency
• Expertise in Structured & Wealth products – MFs, PMS, AIFs, SP etc., and the nuances of product structuring and customizations for HNWI client segments
• Hunger/Passion to grow business, problem solving skills
• Social Intelligence