Financial Advisor

JITO; Mumbai; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

JITO in Mumbai is looking for an experienced Wealth Management professional. The candidate will focus on advising and selling to Ultra High Net Worth Clients across various asset types including PMS, Mutual Funds, and more. This position requires building and managing client relationships, conducting thorough financial planning, and meeting regulations.

The ideal candidate will have exceptional analytical skills and experience in client relationship management. Travel for client visits is required.

Qualifications

• Experience in Wealth Management and Financial Planning.
• Strong analytical and multitasking skills.
• Proven client relationship management experience.

Responsibilities

• Advise Ultra High Net Worth Clients on various asset classes.
• Develop and maintain financial relationships with new clients.
• Conduct performance reviews and ensure compliance with regulations.

Skills

Wealth Management

Data Analysis

Client Relationship Management

Financial Planning

Presentation Skills

Tools

MS Office Suite

Job description

AUM Capital Market Private Limited • Mumbai • Posted 12 months ago • Updated 2 days ago

Job Type: FullTimePermanent

Work Mode: Onsite

Experience: Management

Travel Requirements: client visits

Skills:

Wealth Management, Mutual Funds, Fixed Income Markets, Data Analysis, Market Analysis

Wealth & Portfolio Management Financial operations & Due diligence Client Relationship & Business development Analytical thinking & Multitasking MS office suite & Reporting Efficient Communication & Presentation skills

Wealth & Relationship Management

Wealth ManagementThe primary responsibility of WM will be to: 360-degree Financial planning, Advising/selling Ultra High Net Worth Clients and institutional clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Acquiring New Clients, activation of inactive clients, client retention and client servicing. Competitive landscape understanding (Competitor activity, new product development), Sales promotions to increase client base Build, lead, manage and drive productivity of high-performing Relationship managers while setting KPIs, conduct reviews, and implement corrective actions to meet targets. Present regular MIS, forecasts, and performance reports to senior management while ensuring adherence to regulations and internal compliance standards.

Responsibilities

Advising, selling Ultra high Net worth Clients on various assets viz.PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF.Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention.360-degree Financial planning of HNI, UHNI and Corporate clients.Analyzing Risk profile of clients and pitching the right product.Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP.Successfully developing and maintaining clients’ relationship. Understanding capital market scenarios and knowledge of Wealth.Managing and building financial relationship with new HNI clients and Corporates, build portfolios of HNI clients. Competitive landscape understanding.Competitor activity, new product development.Sales promotions to increase client base. Client servicing.