Job Description

Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.Role: Private Wealth ManagerLocations: Mumbai, Pune, Hyderabad, Bangalore, Delhi, Chennai, Coimbatore, Kerala, Kolkata, Nashik.Roles and Responsibilities:

• Acquire new clients, generate revenue, and maintain relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), Corporate Treasuries.

• Enhance and build on Existing Bank tie-ups.

• Offer comprehensive wealth management services.

• Enhance the relationship value of existing customers.

• Ensure increased wallet share to prevent devaluation of securities.

• Analyze client portfolios, assess risk appetite, and provide tailored advice on wealth products.

• MBA Finance, CA, CS or with relevant work experience in managing Investment Products. (2 -15 years of experience)

• Proficiency related to wealth products (e.g., Mutual funds, PMSs, AIFs, Structured Products, Direct Equities, Offshore investments, Risk protection management solutions).

• Build and maintain an extensive external network to stay connected with clients.

• Demonstrate a service-oriented attitude, delivering smooth and superior service.

• Ability to analyse client data, market trends, and stay updated on current market conditions.

• Proven track record in sales, particularly in private banking or wealth management sector.

• Strong interpersonal and communication skills.

• Relevant financial certifications or qualifications (e.g., CFP, CFA) is a plus.

• Knowledge of regulatory compliance in the financial services industry.

• Excellent organizational and time-management skills.

• Should have handled portfolio worth INR 100Cr

Merito