Wealth Manager - BFSI (5-10 yrs)
Wealth Manager - BFSI
Will be responsible for acquiring Preferred clients (HNI/Ultra HNI ).
- To Maintain client relationships and generate AUM from preferred clients.
- To Advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
- 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.
- To achieve budgeted targets in terms of number of clients/volume of business & assets.
- To research, investigate and update themselves on available investment
- To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
Key products are - MF, Bonds, AIF, Unlisted shared, Trading - Equity, Commodities & Currency, in house Arbitrage strategy, MLD, Corporate FDs, Loans - Secured & Unsecured, Real Estate advisory
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