Job Description
Experience:
Minimum 1+ years of experience in the Wealth Management.
Key Responsibilities
Strong understanding of Wealth Management products including Mutual Funds, Bonds, and other investment products, along with sound market knowledge
Onboarding, handling, and managing HNI / Ultra HNI clients
Responsible for achieving annual revenue, AUM, and strategic product targets for the assigned geography
Advise and meet clients to understand their business and investment needs , aligned with their risk appetite and performance objectives, through appropriate structuring solutions
Conduct regular portfolio reviews and provide clients with a comprehensive, birds’-eye view of their investments
Required Skills & Competencies:
Client relationship management and advisory skills
Strong communication and presentation abilities
Result-oriented with a client-first mindset
Ability to manage targets and work collaboratively with internal teams
Minimum 1+ years of experience in the Wealth Management.
Key Responsibilities
Strong understanding of Wealth Management products including Mutual Funds, Bonds, and other investment products, along with sound market knowledge
Onboarding, handling, and managing HNI / Ultra HNI clients
Responsible for achieving annual revenue, AUM, and strategic product targets for the assigned geography
Advise and meet clients to understand their business and investment needs , aligned with their risk appetite and performance objectives, through appropriate structuring solutions
Conduct regular portfolio reviews and provide clients with a comprehensive, birds’-eye view of their investments
Required Skills & Competencies:
Client relationship management and advisory skills
Strong communication and presentation abilities
Result-oriented with a client-first mindset
Ability to manage targets and work collaboratively with internal teams
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