Wealth Manager

About the Company

Jainam Broking Limited is a fast-growing financial services organization delivering comprehensive investment and wealth management solutions across India. With a strong foundation of trust, innovation, and client-centricity, Jainam continues to expand its presence in the capital markets ecosystem.

• Department: Wealth Management / Retail Broking
• Industry: Stock Broking / Financial Services / BFSI
• Location: As per business requirement
• Employment Type: Full-Time
• Reporting To: Branch Manager / Regional Head / Wealth Management Head

About the Role

The Wealth Manager will be responsible for acquiring and managing High-Net-Worth Individual (HNI) and affluent clients, understanding their financial objectives, and offering suitable investment solutions across equities and other wealth products. The role will focus on client acquisition, portfolio engagement, revenue generation, and long-term relationship management.

Responsibilities

• Acquire new HNI and affluent clients through references, networking, market activities, and existing relationships.
• Build and manage a portfolio of clients and develop long-term relationships based on their investment requirements.
• Understand clients' risk appetite, investment objectives, financial goals, and portfolio requirements.
• Provide investment solutions across products such as:
• Equity & Derivatives
• Mutual Funds
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)
• Bonds and Fixed-Income Products
• ETFs and other investment products offered by the organization
• Generate revenue through brokerage and distribution of wealth management products.
• Increase client engagement, wallet share, and overall Assets Under Management (AUM) or Assets Under Advice, as applicable.
• Regularly review client portfolios and coordinate with Research/Product teams for relevant investment ideas and market updates.
• Support clients in understanding market movements, investment opportunities, product features, and associated risks.
• Maintain a strong pipeline of prospective clients and ensure consistent business conversion.
• Drive cross-selling and upselling of appropriate financial products based on client needs.
• Maintain accurate client records, interactions, and business pipeline in the organization's CRM or designated systems.
• Ensure adherence to internal processes, KYC requirements, and applicable regulatory and compliance guidelines.
• Maintain high standards of client servicing and resolve client queries in coordination with Operations, Compliance, Research, and other internal teams.

Key Performance Indicators (KPIs)

• New HNI/Affluent Client Acquisition
• Brokerage and Overall Revenue Generation
• AUM / Assets Under Advice Growth
• Wealth Product Revenue
• Client Activation and Engagement
• Cross-Selling Ratio
• Client Retention
• New Business Pipeline and Conversion
• Compliance and Process Adherence