Role - Relationship & Wealth Manager
About Client:
Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.
Roles and Responsibilities:
- Acquire new clients, generate revenue, and maintain relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Corporate Treasuries.
- Enhance and build on Existing Bank tie-ups.
- Offer comprehensive wealth management services.
- Enhance the relationship value of existing customers.
- Ensure increased wallet share to prevent devaluation of securities.
- Analyze client portfolios, assess risk appetite, and provide tailored advice on wealth products.
Location: Mumbai, Pune, Hyderabad, Bangalore, Delhi, Chennai, Coimbatore, Kerala, Kolkata, Nashik.
Qualification:
- MBA Finance, CA, CS or with relevant work experience in managing Investment Products. (2 -15 years of experience)
- Proficiency related to wealth products (e.g., Mutual funds, PMS's, AIF's, Structured Products, Direct Equities, Offshore investments, Risk protection management solutions).
- Build and maintain an extensive external network to stay connected with clients.
- Demonstrate a service-oriented attitude, delivering smooth and superior service.
- Ability to analyse client data, market trends, and stay updated on current market conditions.
- Proven track record in sales, particularly in the private banking or wealth management sector.
- Strong interpersonal and communication skills.
- Relevant financial certifications or qualifications (e.g., CFP, CFA) is a plus.
- Knowledge of regulatory compliance in the financial services industry.
- Excellent organizational and time-management skills
Subodh Popalwar
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