WRM -B2C

Key Responsibilities:

• Understand clients financial goals, risk profile, and investment needs to provide tailored wealth solutions.
• Advise clients on Mutual Funds, Insurance, PMS, AIFs, Bonds, Equities, Structured Products, and other investment offerings.
• Conduct portfolio reviews and recommend investment strategies aligned with client objectives.
• Build and maintain long-term client relationships through regular engagement and proactive advisory.
• Deliver an exceptional client experience by providing timely, transparent, and consultative support.
• Drive business growth through client acquisition, retention, cross-selling, and upselling of wealth and protection solutions.
• Identify portfolio gaps and enhance product penetration by recommending suitable financial products.

Job Requirements

1. Qualifications Graduate/Postgraduate in Finance, Commerce, Economics, or related field;
2. Certifications such as CFP, NISM, CFA (preferred).
3. Prerequisite Investment Product knowledge is mandatory
4. Experience 8+ years of experience in wealth management, investment advisory, or private

banking.

Functional / Behavarioal Competencies

1. Acumen towards understanding of client needs and provide adequate and prompt solutions.
2. Strong understanding of financial markets, products, and portfolio advisory concepts.
3. Proven track record of managing HNI/affluent client relationships and achieving revenue targets.
4. Excellent communication, presentation, and relationship-building skills.
5. High level of integrity, client-centric mindset, and strong analytical ability,