The candidate will be a 'key member' of the Wealth Management team and shall be accountable for the following tasks and responsibilities :
Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.
Acquiring New Clients, activation of inactive clients, client retention.
Asset allocation, financial planning and risk management according to client risk profile.
360-degree Financial planning of HNI, UHNI and Corporate clients
Analyzing Risk profile of clients and pitching the right product.
Selling various third party financial products of all AMC & companies like Mutual funds, Fixed Deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.
Successfully developing and maintaining clients' relationship
Understanding capital market scenarios and knowledge of Wealth.
Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients.
Competitive landscape understanding (Competitor activity, new product development).
Sales promotions to increase client base.
Client servicing.
The ideal candidate for this role needs to be :
Graduate/Post-graduate;
With atleast 5 to 8+ years of relevant work-experience in dealing with HNI clients and Corporate Treasuries.
Marketing and Servicing 'Existing / New Customers' by providing best financial solutions to our clients will be a prerequisite requirement for this role.
Good knowledge of financial products (MF, FD, PMS, Structured Product, Sovereign and Corporates Bonds, HL and LAP)
Impeccable Communication and Presentation skills
Job Type: Full-time
Pay: ?600,000.00 - ?900,000.00 per year
Benefits:
Cell phone reimbursement
Provident Fund
Schedule:
Day shift
Supplemental Pay:
Performance bonus
Application Question(s):
The 'Wealth RM' position is a 'Sales & Target' based role, would you be comfortable with the same ?
The 'Wealth RM' position is a 'Work From Office' based role from Jasola, Delhi, would you be comfortable commuting to office on a daily basis ?
Work Location: In person
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