Wealth Manager

Unified Vision Capital

2 - 7 years

4 - 9 Lacs

chennai

Posted:1 day ago| Platform:

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Skills Required

wealth mutual fund sales portfolio management broking client acquisition bonds insurance sales equity financial advisory hni acquisition structured products nism wealth management hni portfolio sales relationship management pms investment advisory investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Summary:

Wealth Managers

Key Responsibilities:

Drive
business development
through
mutual funds, insurance, PMS, and other investment products
via unbiased and high-quality advisory.
Develop new client relationships
and manage existing ones to ensure revenue growth, profitability, and client satisfaction.
Manage and motivate the
sales team
to achieve financial targets and business objectives.
Acquire and maintain relationships with
Retail, HNI, Ultra HNI, and Corporate clients
.
Cross-sell
insurance, bonds, and other wealth management products.
Advise clients (Corporate / Promoters / HNIs) on
investment opportunities
for maximizing ROI.
Offer
end-to-end financial solutions
and proactive client servicing.
Educate clients on various
investment avenues
and provide
asset allocation advice
based on risk appetite and time horizon.
Conceptualize and implement
sales and promotional strategies
through various marketing channels.
Update clients on
market trends, investment strategies, and regulatory changes
.
Maintain and update
MIS, daily/weekly/monthly sales reports
, and other business documentation.

Desired Candidate Profile

Strong knowledge of
Mutual Funds, Insurance, Bonds, PMS, Structured Products, and other third-party financial instruments.
Proven experience in
financial advisory, wealth management, and client acquisition.
Excellent
communication, relationship management, and analytical skills.
Must hold a valid
NISMVA Certification
.
Self-driven and target-oriented professional with strong financial market awareness.

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