Senior Manager - Wealth Management

Global Financial services company requires Sr Manager-Wealth Management - Mumbai & Delhi

One of our client a financial services conglomerate with focus on both funds based and non-fund-based services. Incepted in 2013 with a vision of creating a remarkable financial institution foraying into Investment Banking, Capital Markets, Merchant Banking, Wealth Management, Fixed Income, Asset Management, Pension Fund Management, Restructuring of Assets & Liabilities,

Private Equity and Fund Advisory and is foraying into both the Private Wealth Management space.

We are looking out for Sr Mgr - Wealth for our client office in Mumbai and Delhi

PFB the JD and details

- We intend to cater to HNI / UHNI & Family office clients.

- Trust and long-term commitment form the core of our strategy. We are seeking a highly energetic, self-motivated individual with a passion to create a holistic, relationship-driven wealth management experience for its customers.

- Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail is what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders.

- You will be self-motivated and able to effectively manage deadlines,consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritize appropriately. In addition, you will possessexcellent communication skills and demonstrate strong relationship- building skills with both internal departments and external parties.

Job Summary:

Key Responsibilities of the role holder :

- A fantastic opportunity has arisen for an ambitious and experienced professional to jump start business development and client acquisition

- In this key role, the incumbent will act as an experienced and trusted representative to its clients and deliver a range of bespoke services

to high profile and successful HNI's / UHNI's / Family offices through meaningful Product differentiation and Advisory services.

Job Responsibilities:

Key responsibilities include:

- Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide

superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.

- Track the HNI / UHNI segment in the market for new client acquisition.

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

- Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness

- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling

- Formulate outbound and inbound sales plans to acquire newHNI/UHNI/Family office Clients for increasing the customer base of the portfolio

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.

Skills and Competencies:

- Ability to use & analyze data tools related to wealth products

- Benchmarking Peers/ Execution on Key Initiatives/Management

- Discussion/ MIS Review

- Maintaining external network i.e. maintaining contact with the customers

- Attitude to service clients by providing them with smooth and superior service delivery

- Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization

- Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills

- Ensure compliance with key regulatory and organization-level requirements Our commitment to Diversity, Equity, and Inclusion

The diversity of our people is one of our greatest strengths.

An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will be encouraged to be yourself and supported to perform at your best.

Qualifications and skills:

Preferred Educational Qualifications and Work Experience:

- Upto 8-12 years of Relevant experience in Investment Advisory / Wealth management

- MBA / CA or equivalent from a premium institute

- Relevant certifications (RIA level 1 & level 2 from SEBI, if successfully passed)