Wealth Manager - HNI/UHNI Client - Stock Broking Firm

Role : Wealth Manager

Qualification: Essential:

- Graduate in any stream.

- Preferred: Post Graduation / MBA

Reports to: Head Wealth Management

Location: Mumbai,Pune, Bangalore,Delhi

Salary(CTC Range-10 -25 Lacs) and designation is not a constraint for a right candidate

Job Responsibilities / Key Deliverables:

- Customer Acquisition Minimum of 1-5 cr and above investable surplus

- Financial Planning (FP) and Portfolio Services

- Execution of transactions post FP and on periodical basis

- Manage Private Wealth, PMS and AIF fund related queries

- Ensure delivery of various MIS reports as per requirements

- To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

- Ensure discipline of asset allocation

- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

- Continuous learning, to be better equipped than our competitors

- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

- Revenue Generation

- Build AUA

Functional Competencies:

- Macro Market & Economy Understanding

- Expert Level Understanding on Financial Products / Asset Classes

- Financial Planning / Portfolio Management

- Selling Skills / Customer Acquisition

- Valid Mandatory Certificates as per regulatory requirement/s

- An opening is with Wealth Management Division of a reputed Stockbroking firm.

- Candidates with HNI/UHNI Client acquisition and advisory is preferred.

Anupama Bhaskaran

HR Consultant

Ability Unleashed