Wealth Manager

Job Purpose

:- The role would require to cater to investment needs of mass affluent clients. To meetdesired revenue, client acquisition and AUM targets. To ensure all processes arefollowed keeping in mind the ethos of the organization.

Key Deliverables

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives5. Joint calls with branch team Role Requirements1. Educational Qualifications: Post Graduation/graduate2. Experience: 3+ Years in sales/wealth management of handling the HNI clients.3. Team handling experience: Not mandatory4. Preferred industry back ground: Wealth Management, Banking, Investment Counselling5. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products