We are looking for a highly motivated Wealth Management skilled with strong relationship-building and advisory skills The role involves providing customized financial solutions managing client portfolios and driving AUM growth through effective client engagement and product advisory Key Responsibilities - Understand client requirements and offer suitable financial and investment solutions - Conduct regular follow-ups with leads and keep them informed through broadcasts news and updates - Grow the client base by acquiring new investors and leveraging referrals from existing clients - Initiate timely portfolio reviews for existing clients to optimize returns and align with their goals - Upsell and cross-sell wealth products while keeping clients updated on market trends - Share regular market insights research reports and investment updates with clients - Collaborate with the marketing and product teams for campaigns and client engagement initiatives Must-Have Skills - Strong interpersonal and relationship management skills - Excellent communication and listening abilities with the capability to simplify complex financial concepts - Confident and professional presence while interacting with clients - Analytical mindset with strong logical and numerical reasoning - Ability to handle pressure meet targets and maintain composure under stress - Goal-oriented with a keen eye for profit opportunities - Adherence to compliance norms and documentation protocols Desired Candidate Profile - 7-12 years of experience in Wealth Management Financial Planning or Investment Advisory - Relevant certifications e g NISM CFP etc will be an added advantage - Experience handling multiple wealth instruments like Mutual Funds PMS AIF Insurance FDs etc - Proven record of AUM generation - minimum - 30 Cr AUM Apply Now or share your CV directly ref updazz com

📌 Wealth Management Role (7-14 Yrs) Delhi/kolkata/bangalore/hyderabad/chennai/mumbai/pune (bfsi Sales)
🏢 ElementSkill
📍 India