HR at Arteez HR Services Pvt. Ltd
Views:86 Applications:42 Rec. Actions:Recruiter Actions:4
Senior Wealth Manager - NBFC (3-15 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.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
