Wealth Relationship Manager (Pune)

A prominent player in the Capital Market sector, with a nationwide presence and managing assets exceeding INR 20,000+ Crores, is expanding its Wealth Management team and hiring 'WEALTH - RELATIONSHIP MANAGER' at PUNE (Shivaji Nagar).

Responsibilities :

• Drive client acquisition efforts to expand the portfolio of HNI, UHNI, and Corporate clients;
• Implement strategies for the activation of inactive clients and focus on robust client retention;
• Provide comprehensive 360-degree financial planning tailored to the unique needs and objectives of HNI, UHNI, and Corporate clients;
• Conduct thorough analysis of Risk profiles of clients to understand their financial situation, investment goals, and risk tolerance;
• Present and sell a diverse range of third-party financial products from various Asset Management Companies (AMC) and financial companies, including Mutual Funds, Fixed Deposits, Portfolio Management Services (PMS), Structured Products, Sovereign and Corporate Bonds, and other relevant investment avenues;
• Successfully develop, maintain, and deepen strong, long-term clients relationships built on trust and understanding;
• Maintain a strong understanding of current capital market scenarios and possess deep knowledge of Wealth management principles and strategies;
• Focus on managing and building financial relationship with new HNI clients and Corporates;
• Develop and manage investment portfolios of HNI clients to align with their financial plans and risk profiles;
• Stay informed about the competitive landscape understanding, including competitor activity and new product developments in the market;
• Plan and execute sales promotions and initiatives to effectively increase the client base;

The ideal candidate for this role needs to be :

- Graduate/Post-graduate;

- At least 2+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries.

- Marketing and Servicing 'Existing / New Customers' by providing best financial solutions to our clients will be a prerequisite requirement for this role.

- Good knowledge of financial products (PMS, AIF, MF, FD, Structured Product, Sovereign and Corporates Bonds, HL and LAP)

- Impeccable Communication and Presentation skills

Interested candidates can email their CV to me at : abhishek@aumcap.com