Wealth Manager

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)