Job highlights

- Experience in managing high net worth clients with investable surplus of 1 Cr. to 5 Cr.+ expertise in financial planning and portfolio services
- Acquire customers, manage private wealth and PMS/AIF queries, execute transactions, develop sales strategies, ensure asset allocation discipline, deliver MIS reports, and drive client engagement

Key responsibilities include: Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

Financial Planning (FP) and Portfolio Services

Execution of transactions post FP and on periodical basis

Manage Private Wealth, PMS and AIF fund related queries

Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

Ensure discipline of asset allocation





Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class To drive solid client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

Revenue Generation

Build AUA.

Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi.

📌 DVP / AVP / Portfolio Manager - Wealth (Mumbai)
🏢 4S Advisory
📍 Mumbai