Karvy - Relationship Manager/Wealth Manager

SUMMARY:

If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!

The wealth advisor is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

ROLE & RESPONSIBILITIES:

The wealth advisor will have to undertake the following responsibilities:

- To prospect, acquire and retain clients

- To achieve budgeted targets in terms of number of clients/volume of business & assets.

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios

- To understand clients- needs & requirements and accordingly position products & services

- To coordinate with product and research team for taking investment decision for the clients

- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client

- To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

- To provide various investment performance reports and summaries to the clients

- To build and maintain client bases, along with relevant comments/remarks for future reference

- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

- To conduct and assist in organizing seminars, workshops and other business development activities

- To prepare the MIS reports in the specified formats