Wealth Manager

Job Title: Wealth Manager
Department: Wealth Management / Private Client Group (PCG)
Industry: Stock Broking / Wealth Management / Financial Services
Employment Type: Full-Time
Location: Pan India

Job Summary

We are looking for an experienced and client-focused Wealth Manager to acquire, manage, and grow relationships with High Net Worth Individuals (HNIs), Ultra HNIs, corporate clients, and affluent investors. The ideal candidate should possess strong knowledge of financial markets and investment products while delivering customized wealth management solutions that align with clients' financial objectives.

Key Responsibilities

• Acquire new HNI, UHNI, and affluent clients through networking, referrals, and business development activities.

• Build and maintain long-term relationships with clients by understanding their financial goals and investment needs.

• Provide customized investment and wealth management solutions based on clients' risk profiles and financial objectives.

• Advise clients on a wide range of financial products, including:

• Equities

• Mutual Funds

• Portfolio Management Services (PMS)

• Alternative Investment Funds (AIF)

• Bonds and Fixed Income Products

• IPOs

• Structured Products

• Exchange Traded Funds (ETFs)

• National Pension System (NPS)

• Life & General Insurance

• Conduct regular portfolio reviews and recommend investment strategies based on market trends.

• Generate revenue through investment advisory, cross-selling, and upselling financial products.

• Work closely with Research, Dealing, and Operations teams to deliver superior client service.

• Monitor market developments and communicate relevant investment opportunities to clients.

• Ensure timely completion of client documentation, KYC, and regulatory requirements.

• Maintain compliance with SEBI, AMFI, IRDAI, and company policies.

• Achieve assigned revenue, Assets Under Management (AUM), and client acquisition targets.

Qualifications

• Bachelor's degree in Commerce, Finance, Business Administration, Economics, or a related field.
• MBA (Finance/Marketing) or equivalent qualification preferred.
• NISM/AMFI certifications will be an added advantage.

Experience

• 58 years of experience in Wealth Management, Private Banking, Stock Broking, Mutual Funds, Banking, NBFC, or Financial Services.
• Proven experience in handling HNI/UHNI clients and investment advisory.

Required Skills

• Strong relationship management and client servicing skills.
• Excellent communication, negotiation, and presentation abilities.
• Sound knowledge of capital markets and investment products.
• Financial planning and portfolio management expertise.
• Sales and business development skills with a target-oriented approach.
• Ability to analyze market trends and provide investment recommendations.
• Proficiency in MS Excel, CRM software, and wealth management platforms.

Key Performance Indicators (KPIs)

• Assets Under Management (AUM) growth.
• Revenue generation.
• New client acquisition.
• Client retention and satisfaction.
• Cross-selling and upselling of financial products.
• Achievement of monthly, quarterly, and annual business targets.

Preferred Candidate Profile

• Strong networking and relationship-building capabilities.
• Customer-centric approach with high ethical standards.
• Self-motivated, result-oriented, and capable of working in a fast-paced environment.
• Ability to manage multiple client portfolios effectively.

Compensation & Benefits

• Competitive fixed salary with attractive performance incentives.
• Annual performance bonus.
• Medical insurance and other employee benefits as per company policy.
• Career advancement opportunities and continuous learning programs.