About the Role -We are looking for an experienced Wealth Manager to manage and grow relationships with HNI and Ultra-HNI clients The role involves client acquisition portfolio management and investment advisory while ensuring high levels of client satisfaction The ideal candidate should have a strong understanding of financial products excellent relationship-building skills and a proven track record in wealth management client servicing Key Responsibilities -Client Relationship Management- Manage and grow relationships with existing HNI Ultra-HNI clients - Act as the primary point of contact for client investment portfolios - Conduct periodic performance reviews and provide portfolio insights New Client Acquisition- Identify prospect and acquire new HNI Ultra-HNI clients through networking referrals and industry connections - Conduct initial portfolio screening and assess financial goals of prospective clients - Build trust and deliver tailored wealth management solutions Portfolio Management Advisory- Provide advisory on mutual funds equities insurance structured products and alternative investments - Monitor and analyze investment performance risk factors and market trends - Ensure client portfolios are aligned with financial objectives and risk appetite Sales Business Development- Drive revenue growth by cross-selling and up-selling financial products - Develop strategies to meet monthly and quarterly sales targets - Present proposals strategies and performance reports to clients Reporting MIS- Maintain accurate records of client interactions and investments - Prepare and update MIS reports for management review - Provide timely updates on client activity portfolio performance and achievements Required Skills Competencies Proven experience in wealth management private banking or financial advisory - Robust understanding of financial markets investment products and portfolio management - Excellent communication networking and client relationship skills - Ability to handle HNI Ultra-HNI clients with discretion and professionalism - Strong sales orientation with ability to achieve revenue targets Qualifications - Graduate Postgraduate degree in Finance Business Economics or related field - Certifications such as CFP CFA NISM IRDA will be an added advantage - Minimum 2 years of experience in Wealth Management Financial Advisory ref updazz com