Relationship Wealth Manager

AXIS DIRECT; Hyderabad, Chennai District, Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

AXIS DIRECT is seeking a proactive financial advisor in Hyderabad to analyze client financial information, monitor market trends, and drive growth in assets under management. The role involves acquiring high net-worth clients, conducting regular client meetings, and tailoring investment solutions.

The position emphasizes identifying client needs, assessing risk appetite, and providing informed recommendations to help meet financial objectives.

Qualifications

• Must have strong client relationship and communication skills
• Analytical ability to assess financial information and market trends
• Ability to identify client needs and tailor financial solutions
• Target-driven with experience in meeting client acquisition and revenue goals
• Experience working with high net-worth clients is a plus

Responsibilities

• Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Monitor financial market trends to ensure client plans are responsive.
• Must ensure the growth of AUM / Book Size.
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Responsible for business development through acquisition of high net-worth clients.
• Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
• Analyze client portfolios and make necessary suggestions.
• Recommend financial products.
• Responsible for identifying customer needs and assessing their risk appetite
• Provide regular updates to the immediate superior as and when required
• Create and enforce plans that will help meet the needs of the customer.

Job description

Role & responsibilities

• Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Responsible for business development through acquisition of high net-worth clients.
• Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
• Analyze client portfolios and make necessary suggestions.
• Recommend financial products.
• Responsible for identifying customer needs and assessing their risk appetite
• Provide regular updates to the immediate superior as and when required
• Create and enforce plans that will help meet the needs of the customer.