Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products - Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc

Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products - Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc Job Role -

1. Providing financial solutions for high net worth clients.
2. Monitor financial market trends to ensure that client plans are responsive.
3. Must ensure the growth of AUM / Book Size
4. Responsible for achieving targets based on acquisition and revenue generation through investment products.
5. 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.
6. Sharing model portfolios with clients
7.



Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
8. Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Job Requirements

1. Strong client UHNI network and relationships
2. Exceptional communication skills
3. Ability to think Big
4. High on integrity
5. Passionate, Ambitious & perseverant, Entrepreneurial mindset
6. Relationship management skills, Team-oriented approach and a team player

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

Education - Graduate with MBA from Premier B schools

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Market Lead/Sr Market Lead (Surat)
🏢 SHRIRAM WEALTH
📍 Surat