Private Wealth Manager

Intellectual Capital HR Consulting Pvt. Ltd.; New Delhi; Presencial; INR 600 000 - 900 000; Tempo integral

Resumo da oferta

Intellectual Capital HR Consulting Pvt. Ltd. seeks a Wealth Manager to acquire HNI/UHNI clients and build lasting relationships while delivering investment solutions across mutual funds, PMS & AIF, fixed income products, IPOs and more.

The role focuses on driving AUM growth, achieving revenue targets, and expanding wallet share through cross-selling. You will conduct portfolio reviews, stay updated on markets, ensure KYC/compliance, and coordinate with research and operations for seamless client

Responsabilidades

• 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, 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 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.

Descrição da oferta de emprego

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.