Deputy Vice President/Assistant Vice President/Portfolio Manager - Wealth Management

Key Responsibilities:

• Acquire and manage HNI/UHNI clients with 1 Cr - 5 Cr+ investable surplus.
• Drive new client acquisition, AUA growth and revenue generation.
• Understand client financial goals, risk profile and investment needs and provide financial planning and portfolio solutions.
• Advise clients across Mutual Funds, PMS, AIFs and other relevant wealth products.
• Execute investment transactions and conduct periodic portfolio reviews and rebalancing.
• Ensure disciplined asset allocation in line with client objectives and defined risk parameters.
• Build long-term client relationships through proactive client servicing and engagement.
• Develop and execute sales strategies to achieve business, AUA and revenue targets.
• Maintain a balanced product mix, including Mutual Funds for recurring/annuity revenue and other asset classes.
• Monitor client portfolios and ensure adherence to risk, suitability, compliance and advisory guidelines.
• Ensure timely resolution of client queries and delivery of required MIS/portfolio reports.
• Track market and competitor developments and identify new investment and business opportunities.

Desired Candidate Profile:

• Relevant experience in Wealth Management, Private Wealth, Portfolio Management, or Investment Advisory.
• Proven track record of HNI/UHNI client acquisition and AUA generation.
• Strong knowledge of Financial Planning, Asset Allocation, Mutual Funds, PMS and AIFs.
• Strong client relationship, business development and communication skills.
• High level of integrity, compliance orientation and client-centricity.