Wealth Manager- HNI Sales

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description - Wealth Manager HNI Sales

Job Location- Mumbai

CTC- Up to 20 LPA

SUMMARY: - The Wealth Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES: -

Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.

Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.

Experience in advising clients across all asset classes.

Candidates having a good track record in their present as well as previous companies.

ROLES & RESPONSIBILITIES: -

The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

Maintaining client relationships and generating AUM from preferred clients.

Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.

Track the Affluent & Super Affluent Client segment in the market for new client acquisition.

To research investigate and update them on available investment opportunities/financial market trends to determine whether they fit into clients portfolios.

To coordinate with the product and research team (Centralised CFP Team) for making investment decisions for the clients.

To conduct and assist in organising seminars workshops and other business development activities.

JOB SPECIFICATIONS REQUIRED:

Qualifications:

An MBA/PGDM or Graduate (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Experience:

Minimum 3 years of experience in handling HNI Relationship Sales & Financial Planning of HNI Clients from the BFSI sector with good business/market knowledge. Having experience in handling HNI Client Acquisitions and Relationship Management.

Desired Skill Set:

Ability to inspire trust and confidence in clients.

Ability to engage clients in meaningful conversations about their finances and take an active interest in their financial well-being.

A thorough understanding of financial markets their behaviour movements and expectations with respect to the market.

Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients thus generating insights for clients.

Good oral and written communication skills with clarity of thought speech and expression.

Good interpersonal skills.

Good Analytical Skills.

General Competencies:

Positive attitude socially effective high level of perseverance and patience.

Assertive & hard working.

Result-oriented.

Strong analytical skills and ability to work in teams.

MOST Important: Do and Dont

1. Stability - at least an average of 1-3 years in each of his last jobs.

2. From the same Geography Candidate should be from the same location.

3. Candidate who has earned incentives.

4. Hands-on experience in HNI relationships no retail no franchisee network no online / telecalling sales.

5. Ability and willingness to manage clients not dependent on the assigned clients by the organisation.

6. Has passion and willingness for field work and relationship management.

7. Preferably from HNI Broking/PCG Desk of Stock Broking Equity Segment organisation with High Value relationships.

8. Willing to work in an individual capacity.

If the above matches with your profile please share your updated resume at or reach out at .

Job Description - Wealth Manager HNI Sales Job Location- Mumbai CTC- Up to 20 LPA SUMMARY: - The Wealth Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relatio...