Private Wealth Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Chandigarh; Sur place; INR 600 000 - 900 000; Plein temps

Résumé du poste

Intellectual Capital HR Consulting Pvt. Ltd. in Chandigarh is seeking a Wealth Manager to acquire high-net-worth clients, assess their needs, and build lasting relationships.

You will distribute investment products, drive AUM growth, and conduct regular portfolio reviews while ensuring compliance and professional service. The role involves coordinating with research, operations and product teams to execute client plans and strategies, with a focus on delivering tailored financial solutions and

Responsabilités

• 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.
• Recommend and distribute mutual funds, PMS & AIF, fixed income products, bonds & NCDs, IPOs, equity investment solutions and portfolio advisory 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 advise clients; ensure portfolio alignment with risk appetite and financial goals.
• Maintain complete KYC and regulatory compliance; ensure superior client servicing and timely resolution of queries; coordinate with internal teams for seamless execution.

Description du poste

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.