Family Office Role - Wealth Management

The job would require the candidate to meet clients, understand their financial/investment objectives & risk appetite and appropriate products to family offices.

What is the role's objective?

- Responsible to increase the current market share from assigned relationships across Mumbai in both Fixed Income and Equity

- Manage relationship with existing Large, Mid & Small Corporates, and Family Offices

- Acquire new clients across MSME's SME' and Family offices

- Conduct meetings with clients/sales brokers, understand their needs, and suggest appropriate products

- Update clients with the latest market developments and fund house view regularly

- Leverage on MIS and other market data for effective sales

- Observe competition, clients and share timely feedback to the team

Knowledge required for the role:

- Strong knowledge of capital markets and other financial products

- Strong product knowledge

- Business Acumen

- Deep understanding of sales process

Skills required for the role:

- Influence clients and stakeholders

- Deliver good presentations

- Network and use market intelligence for increasing reach in the market

- Familiarity with Microsoft Office

What is the prior experience needed?

- 8 to 15 years of experience in family office Sales or Wealth Management

What qualification you should have?

- MBA or any equivalent degree