Wealth Manager - Pan India Vacancies
Detalhes do emprego
Hiring for a century old company in Securities & Wealth Management Role- Wealth Manager (Sales RM) Experience- 4-10 Years Budget : Upto 45 LPA Location- Mumbai, Delhi, Bangalore, Hyderabad & Chennai Mode- WFO- 5 days Responsibilities: A Relationship Manager's key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to. The role of a Relationship Manager includes: · To Build Assets Under Management (AUM) through various Investment products · Generate revenue for the firm. · Build a SIP book. · Customer Acquisition of a Minimum of 50 Lakhs ticket size & above investable surplus · Cash Flow analysis & and Portfolio Services · Execution of transactions post Cash Flow analysis on a periodic basis · Manage Private Wealth, PMS, and AIF fund-related queries. · Ensure delivery of various MIS reports as per requirements · To develop short-term and long-term sales strategies for the Wealth business in line with the overall strategic goals of the organization · Ensure discipline of asset allocation · Achieve a balance of revenue streams by selling MF, PMS, AIF, MLD, Unlisted Stocks, and other Investment avenues to build a steady annuity. · To drive strong client servicing and engagement parameters, enhance market credibility, and deliver a superior value proposition. · Continuous learning, to be better equipped than our competitors. · To closely observe, evaluate, and monitor the client positions & portfolio allocations. · To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize miss-selling instances. · To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Skills: · Strong understanding of investment and Wealth products · Excellent marketing and business development skills · Detailed understanding of the financial needs of all types of customers · Ability to manage client expectations and meet tight deadlines. · Impeccable communication and interpersonal skills are required, as is listening, and understanding a client’s requirements. Experience & Qualifications: · Candidates from Wealth Sales backgrounds only · NISM V-A (Compulsory), X-A, X-B (Preferable)
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