Wealth Manager

Position: Wealth Manager

Experience: 1 – 3 years

Location: Delhi

Educational Qualifications:

• Any Graduate/ post-graduate
• AMFI / IRDA and NCFM certifications.

Salary Range: INR 3 – 10 Lacs p.a.  

Job Profile:

The Wealth Manager will be responsible for acquiring new HNI clients, corporate clients and retail customers along with maintaining existing relationships by offering customized wealth management services majorly into mutual fund and insurance segments. The key focus is on growing the book/AUM and generating revenue along with offering a customized portfolio of investment products aligned to customer needs.

Key Responsibilities:

• To provide financial solutions to the Wealth Customers in line with the client’s risk reward expectations.
• Increase the customer wallet share by cross selling the Investment Banking products (structured) along with third party investment products.
• Comply with KYC/SEBI rules, regulations and legislation governing the financial industry.
• Maintain high service standards with complete transparency, trust and integrity.

Candidate Profile:

• Good communication skills in English and the local language.
• In-depth knowledge of the investment products & financial markets.
• Ability to manage complex situations, handle pressure and meet deadlines.
• Strong interpersonal, relationship and networking skills.

About the Client:

Our client is a boutique company incorporated on 8^th November 2013 who offers financial services to a variety of clients, be it HNIs, Corporate Houses or other consulting firms all under a single umbrella. They are ace among Mutual fund distribution and aim to manage personal wealth by providing tailor made financial services which helps in achieving individual and family financial goals.

NOTE: Should you be interested to explore the opportunity please write into us at@ enquiry@teamrecruiter.in with the following details:

• CV as Word File attachment
• Current & Expected Salary
• Notice Period