Position: Wealth Manager

Work Location:
- Bangalore:
- Chennai:
- Pune:
- Delhi:
- Ahmedabad:
- Hyderabad:
- Kolkata:
- Surat

About the Role

Key Responsibilities
- Build and maintain strong relationships with HNI/UHNI clients.
- Understand clients' financial goals, risk appetite, and investment preferences.
- Develop customized investment strategies and wealth management solutions.
- Monitor client portfolios and provide regular performance reviews.
- Keep clients informed about market trends, investment opportunities, and portfolio performance.
- Acquire new HNI/UHNI clients through referrals and open-market sourcing.
- Strengthen existing client relationships through portfolio reviews and financial planning.
- Achieve assigned AUM and revenue targets within the allocated geography.
- Increase customer wallet share through cross-selling investment and wealth products.
- Conduct client meetings, presentations, and investor awareness sessions.
- Stay updated on financial markets, regulatory changes, and investment products.

Eligibility

Education




- Master's Degree from a recognized university.

Experience
- Minimum 8 years of experience in Wealth Management, Investment Advisory, Private Banking, or Financial Services.

Required Skills:
- Solid knowledge of financial markets and investment products.
- Excellent communication and relationship management skills.
- Multilingual communication ability preferred.
- Strong analytical and financial planning skills.
- Client acquisition and business development expertise.
- Negotiation and convincing skills.
- Target-driven with a customer-centric approach.

Behavioral Competencies
- Customer Service Orientation
- Relationship Building
- Team Collaboration
- Result Orientation
- Initiative and Ownership
- Creativity & Innovation
- Strong Interpersonal Skills
- Cultural Sensitivity
- Willingness to Learn
- Professionalism and Integrity

Certifications
- Mandatory industry certifications as per company and regulatory requir

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