Wealth Manager - NBFC

Wealth Manager - Pan India - Leading NBFC

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.
• This is a standalone positions, no team will be provided.