Job description

Experience: 12+ Years
Location: Pan India
Qualification – Graduation / Post-Graduation in any discipline

Roles and Responsibilities-
• Analyse financial information obtained from clients to determine strategies for meeting clients’
• financial needs objectives.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment
• products.
• Responsible for business development through the acquisition of high-net worth clients.
• Mandatory number of meetings with clients to keep them updated with the current market scenario.
• Analyse client portfolios and make necessary suggestions.
• Recommend financial products.
• Responsible for identifying customer needs and assessing their risk appetite
• Provide regular updates to the immediate superior as and when required
• Create and enforce plans that will help meet the needs of the customer.

Key Skills-
• Wealth Management experience in the industry.
• Must be from Wealth Platform or a banking background.
• Understanding of market pulse.
• Knowledge of investment products.
• Understanding of wealth platform
• Portfolio construction ability
• Interest in the financial market
• Analytical Skills
• Communication
• Quantitative Skills
IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)