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Wealth RM - upto 35 Lac @Leading Broking Company

Wealth RM - upto 35 Lac @Leading Broking Company

Genius Consultants

10 - 17 years

|

30 - 40 Lacs

hyderabad ahmedabad

Posted:9 hours ago| Platform:

Apply

Skills Required

hni sales wealth management portfolio management mutual funds portfolio management services relationship management pms investment advisory hni acquisition financial advisory hni client handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Role -

Providing financial solutions for high net worth clients.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size.
Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
Sharing model portfolios with clients .
Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
Responsible for complying with regulatory compliance as set out by relevant regulatory authorities.

Job Requirements

Strong client UHNI network and relationships
Exceptional communication skills
Ability to think Big
High on integrity
Passionate, Ambitious & perseverant, Entrepreneurial mindset
Relationship management skills, Collaborative approach and a team player

Regrads,

Sandipa

7980475998

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Genius Consultants

Consulting

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