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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