About Our ClientThe client is a Indian NBFC company with multiple offices.(one of the top names in the market)Job DescriptionThe responsibilities of the role are as follows:Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment productsAcquisition of new clients.Explaining various products and services to prospective clientsServing as a liaison between the organisation and clients, managing accounts and investments, and providing financial servicesReviewing clients' current investment portfolios and recommending changes to meet their needsProviding financial advice to high net worth individuals and institutions including helping them manage their assets and liabilitiesProviding financial advice and services to clients in order to meet their short-term and long-term financial goalsThe candidate should have the following:5-15 years of experience within private banking or wealth managementAt least a bachelor's degree in economics/accounting/finance/business management from a well know universityA good understanding of investment products and asset classesA good network of clients across UHNWI/HNWI, family offices and/or institutionsStrong communication skills

Job Role - Urgent opening for Private Wealth Manager / Sr. Wealth Manager / Team Lead - One of Indias oldest stock broking companyAbout CompanyOne of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India.Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad, Indore, Vadodara, Kolkatta, Chennai, HyderabadCTC - Best in industryJob Role:Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile.Showcase entire product suite of company to existing clients and growing their assets across Mutual funds, PMS/AIF strategies,Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products.Deliver solutions to clients based on their investment profile in consultation with product & research team.Periodic review of client portfolios in accordance with established procedures and/or timelines.Proactively advise and consult with the clients explaining the types of financial services available, educate them about investment options and potential risks.Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.Achieve revenue objectives as assigned by the organization.Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.Desired CandidatureMust have relevant work experience in a Wealth management/Private Banking platform.Self-starter, proactive & target oriented.Strong networking & relationship building skills.Well organized, customer-service oriented, and driven by a desire to consistently achieve top results.If interested please share your updated resume on talent@talengage.com, you also may share the same with your friends who would be keen for this opportunity.