Job Description:

Job Role -

- Providing financial solutions for high net worth clients.

- Monitor financial market trends to ensure that client plans are responsive.

- Must ensure the growth of AUM / Book Size

- Responsible for achieving targets based on acquisition and revenue generation through investment products.

- Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.

- Sharing model portfolios with clients

- Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.

- Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Job Requirements

- Robust client UHNI network and relationships

- Exceptional communication skills

- Ability to think Big

- High on integrity

- Passionate, Ambitious & perseverant, Entrepreneurial mindset

- Relationship management skills, Collaborative approach and a team player

Exp – 5+ years of experience into Private wealth management.

Education – Graduate with MBA from Premier B schools

📌 Shriram Wealth / RM - Wealth / Delhi/ Chennai
🏢 Acura Solution
📍 Delhi