Company Profile - IIFL:`

We started operations in 2008, building a strong advisory practice as opposed to a commission-based model. By aligning our interests with our clients, we have earned the trust of more than 10,000 families and we advise them on more than USD 15 bn of assets under advice, distribution and custody. This makes IIFL Wealth & Asset Management India's largest private wealth management firm in terms of assets under advice (AuA).

We, at IIFL Wealth & Asset Management, always put people first. Our employees own 25% of the company, ensuring the mutual success of our clients and employees. We have been named the Employer of Choice, because of our work culture and ethics, which is why we have the fastest growing Relationship Managers team in the industry. And at 1%, we have the lowest attrition rate in the industry.

Headquartered in Mumbai, we have offices across the country in locations such as New Delhi, Bangalore, Chennai, Hyderabad, Kolkata, Pune, Goa, Ahmedabad, Baroda, Chandigarh, Jaipur, Ludhiana & Kanpur. Internationally, we are present in New York, Houston, London, Geneva, Mauritius, Dubai, Singapore & Hong Kong.

Job Role :

- The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth Management prospects

- Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services

- Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet

- Acquire New Clients for the firm and also develop new territories.

- Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients

- Adhere to all company processes and policies, and carry the IIFL brand through developed functional and behavioral skills

- Deliver Sales Targets

- An advisor need to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for IIFL Wealth Management while acquiring new clients as well

Job Requirements :

- Excellent written and oral communication skills

- Strong Organizational Skills

- Experience in investment/financial services & knowhow of capital markets knowledge

- Strong Teamwork and Collaboration

- Relationship Management & Interpersonal skills

- 3 - 9 years of experience

- Post-graduate qualification would be preferred in Wealth/ Private Banking

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