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Job Id: 728
Job Title: Wealth Manager
Industry: Banking, Financial Servcies & Insurance
Functional Area: Accounting / Finance / Tax / Audit / Company Secretary
Salary: 5 Lac - 15 Lac
Job Location: Mumbai
About the Client

The Companiy is listed (BSE, NIFTY, NASDAQ, Dow Jones, Hang Seng) and is a diversified financial services firm offering a range of financial products and services such as Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Private Equity, Investment Banking, Commodity Broking and Home Finance.

 

 

Job Description

OLES & RESPONSIBILITIES :

Responsible for fresh acquisition and maintenance of relationship with HNI clients.

Minimum AUM of 50 Cr being managed. Avg Ticket Size of existing clients should be Greater than 2.5 crores.

Responsible for acquisition of new HNI Clients and cross selling of the MOSL baskets of Investment Products to High Net Worth Individuals.

Maintaining and leveraging on the relationship with clients acquired

Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

Track the Affluent & Super Affluent Client segment in the market for new client acquisition

To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

Desired Candidate Profile

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