Business Manager_Wealth

Jobitus; Kolkata District; Sur place; INR 900 000 - 1 500 000; Plein temps

Résumé du poste

Jobitus is seeking an experienced Business Manager in wealth to build and manage relationships with high-net-worth clients. You will tailor investment solutions, conduct portfolio reviews, and drive revenue through proactive engagement.

The role requires strong financial acumen, client-centric communication, and adherence to regulatory standards. Prior experience in wealth management and financial planning is essential.

Qualifications

• Bachelor’s or Master’s degree in Finance or equivalent; preferred.
• 2-3 years of experience in wealth, investment advisory, or financial planning.
• Exceptional interpersonal and communication skills (written and verbal).

Responsabilités

• Acquire, build, and manage a portfolio of high-net-worth clients with a trusted advisory approach.
• Develop financial plans including asset allocation, retirement, tax optimization, and estate planning.
• Meet sales targets through proactive client engagement and cross-selling of mutual funds, SIPs, insurance, PMS, bonds, and NPS.
• Maintain complete KYC and regulatory documentation and comply with SEBI/RBI/IRDA standards.

Connaissances

Client relationship management

Communication skills

Data management

MS Excel

Sales targeting

Formation

Bachelor’s or Master’s degree in Finance

Outils

MS Excel

Description du poste

POSITION : BUSINESS MANAGER-WEALTH

OVERVIEW

We are seeking an experienced and client-focused Business Manager into wealth wing to join our growing team. As a Business Manager, you will be responsible for building strong relationships with high-net-worth individuals (HNIs) and affluent clients, understanding their financial goals, and offering customized investment solutions. This role demands a strategic mindset, sound financial acumen, and a deep understanding of financial products and market trends.

KEY RESPONSIBILITIES

Client Relationship Management:

• Acquire, build, and manage a portfolio of high-net-worth clients.
• Act as a trusted advisor by understanding clients’ financial needs and providing tailored investment strategies.
• Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.

Financial Planning & Advisory:

• Develop comprehensive financial plans, including asset allocation, retirement planning, tax optimization, and estate planning.
• Recommend and sell financial products such as mutual funds, SIP, insurance, PMS, bonds, NPS and alternate investment products.

Sales & Revenue Generation:

• Meet and exceed sales targets through proactive client engagement and cross-selling. Generate leads via referrals, networking, and events.
• Track revenue, AUM (Assets Under Management), and other performance metrics.

Compliance & Documentation:

• Ensure complete KYC and regulatory documentation for all client transactions.
• Adhere strictly to internal policies and SEBI/RBI/IRDA compliance standards.

BASIC QUALIFICATIONS

• Bachelor’s or master’s degree in Finance from an reputed institute or any equallent course certificate will preferred.
• Minimum 2-3 years into wealth, investment advisory, or financial planning.
• Exceptional interpersonal and communication skills (written and verbal )

MUST-HAVE QUALIFICATIONS:

• Ability to build trust and manage long-term client relationships.
• Goal-oriented with a proactive approach toward problem-solving.
• Strong in data management and into excel work.

GOOD-TO-HAVE QUALIFICATIONS

• Background in fintech.
• Open to adapt new tasks.