RM - Wealth Management - HNI

Key Responsibilities:

- Must have experience of directly selling wealth products like Mutual Funds, Life Insurance, General Insurance, Private Equity (PE), Portfolio management Services (PMS), Structured products, Corporate Deposits (CDs), Bonds

- Develop and oversee relationships with high- and ultra-high-net worth clientele in Hyderabad

- Executing strategies & capitalizing unexplored market segments for business expansion

- Successfully explain and promote complex financial products to customers

- Responsible for handling booksize/AUM more than 20 Cr

- Responsible for client acquisition and managing the overall client relationship

- Work closely with clients for creation and implementation of their financial plans

- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates

- Prepare and interpret for client’s information such as investment performance reports, financial document summaries, and income projections

- Research and investigate new investment opportunities to determine relevance for clients

- Answer clients' questions about the purposes and details of financial plans and strategies.

- Conduct seminars and workshops on financial planning topics

Qualifications

- CA/ CFP/ MBA with 3-5 years experience in financial services industry specially in Wealth Management, Retail Asset

- A deep understanding of the financial advisory business process

- Proven people, business and project leadership & negotiation experience

- Possesses strong knowledge of process development and management, strong sense of personal accountability, problem solving, and creativity, and excellent communication, relationship and organizational skills

- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints.

Please send us your CV on consultant014@hcapital.in starting subject Line with "Relationship Manager - ...".

Shashi
hCapital