Wealth Manager

Roles & Responsibilities:

• Identify, acquire, and maintain relationships with HNI, SME, and affluent clients. Engage with both existing and new clients to convert and retain them.
• Ensure high-quality service and post-sales support to strengthen customer relationships.
• Understand client needs and recommend suitable investment, insurance, and financial products.
• Stay informed about various asset classes to suggest well-structured investment portfolios in collaboration with Investment and Product teams.
• Maintain client data, track discussions, analyze insights, and generate reports using available tech tools.
• Manage relationships with internal and external partners effectively.
• Ensure adherence to regulatory policies, client suitability guidelines, and internal processes.

Qualifications:

• MBA/PGDM or CFA/CFP with 3 - 6 years of relevant industry experience.

Key Skills :

• Proven experience in Financial Services Industry and retail Sales or related field.
• Strong relationship Management and product knowledge.
• Understanding of financial markets, regulations, and investment strategies.
• Ability to work collaboratively in cross-functional teams.
• Strong organizational skills with the ability to manage multiple transactions concurrently.

Compensation & Benefits:

• Fixed: Depends on experience & qualifications.
• Variable: Annual Performance Based Incentive, linked to a wealth book managed.
• Travelling expenses of client meets will be reimbursed as per company policy.
• Group Health Insurance benefits.