wealth Relationship Manager (PMS Sales)

Job Description

Wealth Manager Job description:  Will be responsible for acquiring preferred clients (HNI/Ultra HNI).  To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.  To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients  To coordinate with product and research team for taking investment decision for the clients.  To conduct and assist in organizing seminars, workshops and other business development activities.  To achieve budgeted targets in terms of number of clients/volume of business & assets.  To research, investigate and update themselves on available investment.  To contact clients periodically and determine if they are satisfied with the service and returns generated.  To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.  Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency. Qualification: CFP / CFA / MBA in Finance / Marketing Experience: 1+ years Key Skills:  Should be an individual performer  Handling a reasonable book size  Pleasant personality and good communication skills. Functional Area: Marketing Show more Show less