Relationship Wealth Manager

Metatron Hr Solutions Coimbatore; Coimbatore District, Salem; On-site; INR 2,400,000 - 4,200,000; Full time

Job summary

Metatron Hr Solutions Coimbatore is seeking an experienced Wealth Relationship Manager to grow HNI/UHNI client relationships and drive revenue via wealth advisory services.

You will manage an active equity and mutual fund portfolio, advise on PMS, AIF, bonds and other wealth products, and promote advisory and managed investment solutions while ensuring SEBI compliance.

A strong network with HNI/UHNI clients and proven equity dealing experience are essential for success in this role.

Qualifications

• 7+ years of experience in Wealth Management.
• Age under 40.
• Active equity dealing experience.
• Active equity + mutual fund book of 100 Crore+ (Mandatory).
• Strong network with HNI/UHNI clients.
• Expertise in PMS, AIF, Mutual Funds, MLDs, Bonds, and Wealth Advisory.
• Excellent relationship management and business development skills.

Responsibilities

• Acquire and manage HNI & UHNI client relationships.
• Manage an active equity and mutual fund portfolio.
• Generate revenue through equity dealing.
• Advise clients on Equity, Mutual Funds, PMS, AIF, Bonds, MLDs, and other wealth products.
• Promote Advisory and Managed Investment solutions.
• Ensure SEBI compliance and accurate client documentation.
• Coordinate with Operations, Product, and Fund Management teams for seamless execution.
• Profiling Customers and providing financial products to meet customer needs.

Skills

Wealth management

Relationship management

Equity dealing

Business development

Client networking

Financial advisory

Job description

Job Description

We are looking for an experienced Wealth Relationship Manager to manage and grow HNI/UHNI client relationships while driving revenue and wealth advisory business.

Key Responsibilities

• Acquire and manage HNI & UHNI client relationships.
• Manage an active Equity and Mutual Fund portfolio.
• Generate revenue through equity dealing.
• Advise clients on Equity, Mutual Funds, PMS, AIF, Bonds, MLDs, and other wealth products.
• Promote Advisory and Managed Investment solutions.
• Ensure SEBI compliance and accurate client documentation.
• Coordinate with Operations, Product, and Fund Management teams for seamless execution.
• Profiling Customers and providing financial products to meet customer needs

Mandatory Requirements

• 7+ years of experience in Wealth Management.
• Candidate age group less than 40 years .
• Strong Equity Dealing experience.
• Active Equity + Mutual Fund Book of 100 Crore+ (Mandatory).
• Strong network with HNI/UHNI clients.
• Expertise in PMS, AIF, Mutual Funds, MLDs, Bonds, and Wealth Advisory.
• Excellent relationship management and business development skills.