4S Advisory

The Corporate Institute; Pune District; On-site; INR 1,800,000 - 2,100,000; Full time

Job summary

The Corporate Institute in Pune district is seeking a seasoned Investment Advisory Wealth Manager to review client information, align services with the Research and Advisory team, and deliver superior wealth solutions. You will target HNI segments, research opportunities, and drive revenue growth while maintaining compliance and client trust.

Ideal candidates have 5+ years in wealth management, an MBA or CA from a premium institute, and relevant certifications, with a proven track record in

Qualifications

• 5+ years relevant experience in Investment Advisory Wealth management.
• MBA or CA or equivalent from a premium institute.
• Relevant certifications in wealth management or related fields.

Responsibilities

• Use financial acumen and investment expertise to review client information and provide superior investment solutions.
• Track HNI/Ultra HNI segment for new client acquisition and research investment opportunities.
• Focus on business development to grow relationship value, revenue, and client stickiness.
• Achieve product-wise targets and cross-sell based on demographics and risk profiling.
• Formulate outbound/inbound sales plans to acquire new HNI clients.
• Conduct risk profiling and present investment products per client risk profiles.
• Provide daily/weekly sales reports, forecasts, and performance records.

Skills

Data analysis

Wealth management

Relationship building

Sales planning

Regulatory compliance

Communication

Problem solving

Education

MBA

CA

Premium institute

Certifications

Job description

Key responsibilities:

• Use financial acumen and investment expertise to review a client’s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.
• Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients’ portfolios.
• Focus on business development and achieve growth in relationship value, and revenues and improve client stickiness.
• Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling.
• Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio.
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.
• To provide and maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting and any other records that may be required by the Team to keep up-to-date records of sales and performance.

Skills and Competencies:

• Ability to use and analyze data tools related to wealth products.
• Benchmarking Peers/ Execution on Key Initiatives/Management.
• Discussion/ MIS Review.
• Maintaining external network i.e. maintaining contact with the customers.
• Attitude to service clients by providing them with smooth and superior service delivery.
• Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization.
• Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills.
• Decision-making skills with a strong sense of ownership and ability to work under pressure.
• Ensure compliance with key regulatory and organization-level requirements.
• Our commitment to Diversity, Equity and Inclusion.
• The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will be encouraged to be yourself and supported to perform at your best.

Preferred Educational Qualifications and Work Experience:

• 5+ years relevant experience in Investment Advisory Wealth management.
• MBA CA or equivalent from a premium institute.
• Relevant certifications.

Desired Knowledge Skills:

• Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations.
• Ability to think and execute strategically, prioritize and resolve complex problems.
• Detail-oriented with superior organizational and time management skills, including delegation of work.
• Team player with the ability to collaborate with others.
• Ability and interest to work in a fast-paced, evolving environment.