Relationship Manager/Team Lead - Private Wealth

Relationship Manager (Wealth) - Private Wealth Outfit

Responsibilities:

• Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.
• Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.
• Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
• Buying & selling stock research to the client.
• Managing investments.
• Building client relationships and actively engaging in client acquisition.
• Addressing client needs through product Solutions.
• Assuring service quality and client satisfaction.
• Complying with all company policies and procedures.
• Maintaining current knowledge of wealth products solutions.
• Responsible for the sales, advisory and management of wealth management client portfolio.
• We are looking at self-driven professional who have prior experience working with HNI/ Entrepreneurs and large promoter families of the country.
• You should have ample experience in the wealth management space or should have strong connects and relationship with the relevant client pool.
• You will be working with a highly motivated and productive team which has been a trendsetter in the Wealth management space.

Candidates are required to develop their own books and generate AUM

We also have Team Lead role and require you to get the team along with you