Job Description

***Salary - 8 LPA to 11 LPA***

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***Location - Delhi***

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**Experience - 3 to 10 Years***

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Key Responsibilities:

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- Acquire, manage, and deepen relationships with clients
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- Provide customised financial planning and wealth management solutions
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- Advise clients on investment products such as mutual funds, equities, PMS, AIFs, insurance, and structured products
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- Monitor market trends and provide timely investment insights and recommendations
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- Achieve revenue targets through cross-selling and upselling financial products
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- Conduct regular portfolio reviews and rebalance investments as per client objectives
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- Ensure compliance with regulatory requirements and internal policies
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- Coordinate with internal teams (research, operations, product) for seamless client servicing
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- Maintain high levels of client satisfaction and retention
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Key Skills and Competencies:

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- Robust understanding of financial markets and investment products
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- Relationship management and client handling skills
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- Sales and target orientation
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- Analytical and problem-solving ability
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- Excellent communication and presentation skills
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- High ethical standards and professionalism
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Key Performance Indicators (KPIs):

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- AUM (Assets Under Management) growth
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- Revenue generation
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- Client acquisition and retention
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- Cross-sell ratio
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- Client satisfaction scores
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📌 Wealth Manager - Mutual Funds and Equities (New Delhi)
🏢 TestnHire
📍 New Delhi