ROLES & RESPONSIBILITIES: -

He will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for current client acquisition

• To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

Desired Skill Set:





- Ability to inspire trust and confidence in clients.

• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.

- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
- Good oral and written communication skills with clarity of thought, speech and expression
- Good interpersonal skills
- Good Analytical Skills

📌 Wealth Manager For A Leading Stock Broking Firm (Gujarat)
🏢 Openmind Hr Solutions
📍 Gujarat