Industry : Investment/Wealth
Sub Department : HNI Relationship
Department : Customer Relationship
: Chakala Midc
: Mumbai
: India
: 10 - 13 p.a (INR Lacs)
: 4 - 6 Year
What we expect:
Job Description:
We are seeking a dynamic and experienced individual to join our team in Private Wealth Management. The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment advice, and participating in business development activities to expand the client base. Your main job is to help people understand company's Portfolio Management Service in various Financial Products. You'll be guiding clients to make good investment choices, and then you'll need to get them to become our clients.
What you will work on:
(Financial Products)
• You get potential clients where you will have to review client’s portfolio holdings and give your expert suggestions on if their holdings is aligned with the market.
• Interact and convert these high-intent clients into investing in our portfolio products.
• Have good knowledge of the overall markets and use those points in your conversations with clients.
• Evaluate customer requirements and asset distribution, and actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.
• Showcase our portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.
• Maintain good relationships with your existing clients for investing more into different products which we offer.
38, 39
Education & Certifications:
• Grad /PG in Finance/ Sales
• CA /CFP/CWM preferred
• NISM VA and XXIA certificates (Required with-in 30 days of joining)
• Minimum of 4+ years of experience in wealth management, private banking, or financial advisory services, with a solid track record of client acquisition and retention.