Wealth Manager

Company Description

• Key Responsibilities

1. Existing Client Relationship Management

● Manage and review existing client investment portfolios.

● Conduct portfolio analysis and make necessary adjustments.

● Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning.

● Create and enforce financial goal plans to meet clients’ long-term objectives.

2. New Client Acquisition & Relationship Management

● Acquire new clients through: ○ Financial Awareness Programs ○ Referrals from existing clients ○ Social media leads ○ Internal acquisition team leads ○ Other external sources

● Conduct financial planning and analysis for new clients.

● Build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations.

3. Sales & Business Development

● This is a sales-driven role with KRAs directly linked to revenue generation.

● Onboard prospects from your own business book/network.

● Cross-sell financial instruments based on client needs.

● Utilize corporate networks to organize financial awareness sessions.

4. Additional Responsibilities

● Conduct initial portfolio screening for prospective clients.

● Maintain and update MIS reports.

● Present periodic performance reviews and achievements.

Candidate Profile

● Strong communication and interpersonal skills to build long-term client relationships.

● In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers.