Job Description

As a Senior Wealth Manager, you will be pivotal in expanding HNI's client base and contributing to the company's ambitious growth trajectory. This position represents a unique opportunity to leverage research-driven investment philosophy and a strong track record to create lasting wealth for discerning investors.The role exists to bridge sophisticated investment solutions with high-net-worth individuals' wealth-creation objectives. Your success will directly impact the company's market presence and its mission to become the trusted wealth-creation partner for India's affluent investors.Key Responsibilities:- Develop and execute strategies to acquire HNI/UHNI clients with a minimum investment capacity of - 50 lakhs- Conduct detailed financial needs analysis and risk profiling to create tailored investment proposals- Present and explain equity-based investment products and portfolio management services to prospective clients- Build and maintain long-term relationships with clients through regular portfolio reviews and investment updates- Achieve monthly business targets while maintaining the highest standards of compliance and client service- Collaborate with the research team to understand investment strategies and effectively communicate them to clients- Provide regular market insights and portfolio performance updates to clientsCritical Success Factors:- Achieve and maintain a minimum AUM of - 20 crores within the first year- Establish a high-quality HNI client portfolio with an average ticket size of - 50 lakhs or higher- Maintain client retention rate above industry standards- Generate qualified referrals from existing client relationships- Achieve monthly acquisition targets while maintaining portfolio quality standards (ref:updazz.com)