Private Wealth Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Wealth/Relationship Manager in Ahmedabad to acquire high-net-worth clients, conduct needs analysis, and manage portfolios. You will distribute a range of investment products, build long-term client relationships and drive revenue growth.

The role emphasizes compliance, client servicing and coordination with research and product teams to ensure seamless execution of investment strategies in a fast-paced office setting.

Qualifications

• Acquire HNI, UHNI and affluent customers through referrals, networking and market sourcing.
• Develop long-term relationships with existing and prospective clients.
• Conduct detailed financial need analysis and understand investment objectives.

Responsibilities

• Recommend and distribute mutual funds, PMS & AIF, fixed income products, bonds & NCDs, IPOs, and equity investment solutions.
• Drive asset gathering and increase Assets Under Management (AUM).
• Achieve monthly and annual revenue targets.
• Increase wallet share through cross-selling and upselling investment products.
• Build a sustainable pipeline of quality prospects.
• Conduct periodic portfolio reviews.
• Monitor market developments and proactively advise clients.
• Ensure portfolio alignment with client risk appetite and financial goals.
• Maintain complete KYC and regulatory compliance.
• Ensure superior client servicing and timely resolution of queries.
• Coordinate with internal research, operations and product teams for seamless execution.

Skills

Client acquisition

Relationship management

Wealth distribution

Portfolio review

Compliance & service

Job description

Key Responsibilities

Client Acquisition & Relationship Management

• Acquire HNI, UHNI and affluent customers through referrals, networking and market sourcing.
• Develop long-term relationships with existing and prospective clients.
• Conduct detailed financial need analysis and understand investment objectives.

Wealth Distribution

• Recommend and distribute:
  • Mutual Funds
  • PMS & AIF
  • Fixed Income Products
  • Bonds & NCDs
  • IPOs
  • Equity Investment Solutions
  • Portfolio Advisory Solutions
• Drive asset gathering and increase Assets Under Management (AUM).

Revenue Generation

• Achieve monthly and annual revenue targets.
• Increase wallet share through cross-selling and upselling investment products.
• Build a sustainable pipeline of quality prospects.

Portfolio Review

• Conduct periodic portfolio reviews.
• Monitor market developments and proactively advise clients.
• Ensure portfolio alignment with client risk appetite and financial goals.

Compliance & Service

• Maintain complete KYC and regulatory compliance.
• Ensure superior client servicing and timely resolution of queries.
• Coordinate with internal research, operations and product teams for seamless execution.