Wealth Management Role - NBFC

We are hiring Wealth Management for one of leading NBFC

Job Description :

The Wealth Manager will be responsible for acquiring new HNI clients and maintaining the existing relationships by offering customized wealth management services. The key focus is on growing the book/AUM and generating revenue along with offering a customized portfolio of investment products aligned to customer needs.

Major responsibilities include :

- To Provide financial solution to the Wealth Customers in line with the clients risk reward expectations.

- Increase the customer wallet share by cross selling the Investment Banking products (structured) along with third party investment products.

- Comply with KYC/SEBI rules, regulations and legislation governing the financial industry.

- Maintain high service standards with complete transparency ,trust and integrity .

Qualifications :

- Graduation/ post-graduation from a recognized institute.

- AMFI/IRDA and NCFM certifications.

- Good communication skills in English and the local language.

- In-depth knowledge of the investment products & financial markets.

- Ability to manage complex situations ,handle pressure and meet deadlines. Strong interpersonal ,relationship and networking skills.