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Wealth Manager

7 - 12 years

20 - 35 Lacs

Hyderabad

Posted:1 month ago| Platform: Naukri logo

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Skills Required

Mutual Funds Wealth Management HNI Portfolio Management Portfolio Management Services Ultra Hni PMS Private Client Group Private Wealth HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. - Monitor financial market trends to ensure that client plans are responsive. - Must ensure the growth of AUM / Book Size - Responsible for achieving targets based on acquisition and revenue generation through investment products. - Responsible for business development through acquisition of high net-worth clients. - Mandatory numbers of meetings with clients to keep them updated with the current market scenario. - Analyze client portfolios and make necessary suggestions. - Recommend financial products. - Responsible for identifying customer needs and assessing their risk appetite - Provide regular updates to the immediate superior as and when required - Create and enforce plans that will help meet the needs of the customer. Book Size Required: Minimum 40 Cr Role Type: Individual Contributor (IC)

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