HR at Arteez HR Services Pvt. LTd
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Senior Team Manager - Wealth - NBFC (4-9 yrs)
Job description:
- Acquiring and advising clients on Mutual funds, PMS, Structure, Debt, insurance and brokerages services
- Managing Wealth management business
- Revenue generation using existing team.
- Setting up own wealth management team across cities where we have company owned branches and other prospective areas.
- Coordinate and collaborate with vendors and product team to create efficient and high yield product basket
- The profile would be reporting to the directors
- Collaborating with research team to ensure high value research advisory to wealth client
Core Responsibilities :
- Must be able to handle a team of 5-7 Managers / AM / RMs.
- The Head will be responsible for acquiring preferred clients (HNI/Ultra HNI).
- Maintaining client relationships and generate AUM from preferred clients.
- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI/Ultra HNI 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 for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
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