Experience Required: 4 years to 5 years The compensation structure for this role includes a fixed component along with additional variable incentives.
Website: https://eisenconsultancies.co.in/
Purpose: Bring Corporate and Investors Onboard” This covers understanding their goals, completing compliance checks, and setting up Meetings so that are deals ready
Key responsibilities
- Explain products, fees, reporting and the service model clearly
- Hand the client over to the ongoing to advisory team
- Keep CRM records and audit trails accurate, and track onboarding turnaround times
Qualifications
- Bachelor's degree in Finance, Economics, Business or a related field
- 3-7 years in wealth management, private banking or client onboarding
- CFA, CFP,
CWM or an equivalent credential is preferred
Skills
- Solid knowledge of asset classes, portfolio construction and risk profiling
- Understanding of KYC and suitability regulation
- Consultative communication and trust-building on
- Attention to detail and the ability to manage many onboarding’s at once
- Proficiency with CRM, portfolio and onboarding systems (Salesforce, Avalos, Tremens, etc.) and Excel
KPIs
- Onboarding turnaround time
- First-time-right documentation rate
- Compliance and audit findings
- Client satisfaction (NPS) at onboarding
- Assets funded within the target window
Reports to: Founder.
📌 Wealth Manager - Corporate and Investors Onboard (Mumbai)
🏢 Intellectual Capital HR Consulting
📍 Mumbai
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