VP - Wealth Management

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

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, our client works with the largest and the most reputed investors.

Role: Sales/Relationship Manager

Location: Ahmedabad

Job Description:

• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients

• Responsible for managing HNI clients and acquiring new customers

• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios

Requirements:

• Graduate + MBAs

• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup

• Should be an aggressive, result-oriented & self-motivated professional

• Should have experience in handling HNI Client Acquisitions and Relationship Management & service

• Ability to engage clients in meaningful conversations about their finance

• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile

• Strong interpersonal skills with an ability to generate trust and confidence in clients

• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently

Job description:

A team player who has operational and order processing knowledge of Mutual Funds, IPO, NCDs, SGB, NCD etc. The role demands for TAT based working, teamwork, follow up with RTAs & AMCs for internal & external client’s query. The role requires good command over excel and MIS.

Requirement / Desired Skills:

• Mutual Funds operational Knowledge, Order Processing flow with BSE Star MF
• IPO Operational and order processing knowledge.
• Adapt at Excel to work on reports and provide required MIS whenever required.
• Good written and verbal communication skills specially in English

Designation/Role : Wealth Manager

Location : WFH

Working Days : 5 Days

Experience: 2 to 5 year(s)

Qualification : Any Graduation

A Wealth Manager is required to interact with customers for the most part of his/her day. The job also requires thorough financial and alternative investment sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are:

Excellent people management skills |  Client-driven with a strong focus on the quality of service

Strong interpersonal communication skills | An excellent understanding of financial planning, wealth management, Alternative investment & understanding client needs | Ability to analyse and research information | Ability to explain complex information clearly and simply

Responsibilities: 

• Excellent people management skills 
• Client-driven with a strong focus on the quality of service.
• Strong interpersonal communication skills.
• An excellent understanding of financial planning, wealth management, Alternative investment & understanding client needs. 
• Ability to analyse and research information 
• Ability to explain complex information clearly and simply

Requirements :

• Proven track record in call handling both inbound & outbound
• Must have B2C experience
• Must have basic knowledge of business financial products
• Strong phone presence and experience dialing dozens of calls per day
• Excellent verbal and written communications skills
• Strong listening and presentation skills
• Ability to multitask, prioritize, and manage time effectively
• Prior work experience is Financial organisation preferred