Role Type: Full-time
Position Overview
Key Responsibilities
Client Acquisition and Relationship Management
- Address the investment requirements of HNI clients by offering a comprehensive product bouquet, including Debt products, Structures, Equities, Mutual Funds, and Fund-based Real Estate products.
- Provide superior and seamless service delivery to assist clients in achieving their short-term and long-term financial goals through meticulous profiling.
- Deepen existing relationships through cross-selling and services tailored to specific customer needs.
- Enhance and retain customer profitability by capturing a larger share of the client's wallet and ensuring high income per customer.
- Actively network and seek referrals to expand the client base and meet business growth targets.
Marketing and Business Development
- Develop and implement marketing plans to acquire new B2C and B2B clientele, including the execution of micro-events.
- Collaborate with internal teams—including research, investment,
and compliance—to ensure the delivery of accurate and compliant investment solutions.
Financial and Product Expertise
- Stay up-to-date with industry trends, economic developments, and regulatory changes that may impact clients' financial positions.
- Manage portfolio performance, modelling, and analytics to provide data-driven insights to clients.
Required Qualifications & Skills
- Experience: 3-6 years of experience in wealth management or financial services.
- Education: Graduate or Postgraduate degree in any discipline.
- Competencies:
- Leadership & Mindset: Proven ownership, speed, and passion in professional tasks.
- Client-Centricity: Adaptive, empathetic, and customer-focused approach.
- Analytical Ability: Robust skills in portfolio management, business analytics, and financial modelling.
- Professionalism: Resilient, collaborative, and compliant with regulatory standards.
Why Join