Wealth Manager

KEY RESPONSIBILITIES :-

Client Relationship Management:

• Acquire, build, and manage a portfolio of high-net-worth clients.
• Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies.
• Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.

Financial Planning & Advisory:

• Develop comprehensive financial plans, including asset allocation, retirement planning, tax optimization, and estate planning.
• Recommend and sell financial products such as mutual funds, SIP, insurance, PMS, bonds, NPS and alternate investment products.

Sales & Revenue Generation:

• Meet and exceed sales targets through proactive client engagement and cross-selling.
• Generate leads via referrals, networking, and events.
• Track revenue, AUM (Assets Under Management), and other performance metrics.

Compliance & Documentation:

• Ensure complete KYC and regulatory documentation for all client transactions.
• Adhere strictly to internal policies and SEBI/RBI/IRDA compliance standards

BASIC QUALIFICATIONS

Bachelors or master’s degree in Finance from an reputed institute or any equallent course certificate will preferred.

Minimum 2-3 years into wealth, investment advisory, or financial planning.

Exceptional interpersonal and communication skills (written and verbal )

MUST-HAVE QUALIFICATIONS

Ability to build trust and manage long-term client relationships.

Goal-oriented with a proactive approach toward problem-solving.

Strong in data management and into excel work.

GOOD-TO-HAVE QUALIFICATIONS

Background in fintech. Open to adapt new tasks.