Wealth Manager - NBFC

- Having good experience of managing relationship with High Net-worth Individuals and Corporates.

- Having good understanding about the long term and short term needs of various types of investors and recommending appropriate strategy to offer best solution to the client & promoting in-house products of the organization and other manufacturers.

- Discussing with clients their financial goals and educating clients to accomplish them along with determining the risk tolerance of the client.

- Managing a decent size of client AUM across different financial products.

- Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds, PMS, Alternate Investments, structured investments, Insurance, Real Estate investment products, etc.

- Assisting HNI clients to review performance (Risk and Return) & gaining insight on the client perspective about prospects of growth of investments, sharing information about market conditions and trends.

- Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients

- Ability to cross sell products based on risk profile and suitability

- Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.

- Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables