Senior Manager/AVP - Financial Advisor - Wealth Management - HNI Client

Our client is one of the leading Financial houses in the BFSI space, and they are currently looking for qualified CA/CFA/MBA to as join as Financial Advisors in their Wealth Management arm.

Note - This is an Individual Contributor role

Purpose of this Role

- Responsible for fresh acquisition and maintenance of relationship with HNI clients

- Minimum AUM of 50 Cr being managed

- Average Ticket Size of existing clients should be Greater than INR 2.5 CR

- Responsible for acquisition of new HNI Clients

- Cross selling of the various Investment Products of the company to High Net Worth Individuals

- Maintaining and leveraging on the relationship with clients acquired

Key Working Relationships:

- Product team / Advisory Team

- Service Team

- Telecalling Team

- Cluster Head

- Existing Clients / Prospects

Key Activities:

- New Client Acquisition

- Cross selling / upselling

- Client meetings wit large clients (dream buyers)

- Reporting as per pre-defined timelines

- Approvals/Sanctions

Candidates who have 5 - 8 years experience in Wealth Management or Acquisition of Super HNI Clients and also meeting the above requirements may apply. NCFM, NISM, IRDA, AMFI certifications / trainings are desirable.