Wealth Manager

TestnHire; Delhi; On-site; INR 800,000 - 1,100,000; Full time

Job summary

TestnHire is seeking a client relationship and wealth management professional in Delhi, India. The role involves acquiring and deepening client relationships, providing customised financial planning, and advising on investment products to meet client objectives.

Responsibilities include monitoring market trends, achieving revenue targets through cross-selling, conducting portfolio reviews, and ensuring compliance with regulations.

Qualifications

• Strong understanding of financial markets and investment products.
• Relationship management and client handling skills.
• Sales oriented with target focus.
• Analytical and problem-solving abilities.
• Excellent communication and presentation skills.
• High ethical standards and professionalism.

Responsibilities

• Acquire, manage, and deepen relationships with clients
• Provide customised financial planning and wealth management solutions
• Advise clients on investment products such as mutual funds, equities, PMS, AIFs, insurance, and structured products
• Monitor market trends and provide timely investment insights and recommendations
• Achieve revenue targets through cross-selling and upselling financial products
• Conduct regular portfolio reviews and rebalance investments as per client objectives
• Ensure compliance with regulatory requirements and internal policies
• Coordinate with internal teams (research, operations, product) for seamless client servicing
• Maintain high levels of client satisfaction and retention

Skills

Relationship mgmt

Market knowledge

Communication skills

Sales orientation

Analytical skills

Ethics & professionalism

Client onboarding

Job description

• Acquire, manage, and deepen relationships with clients
• Provide customised financial planning and wealth management solutions
• Advise clients on investment products such as mutual funds, equities, PMS, AIFs, insurance, and structured products
• Monitor market trends and provide timely investment insights and recommendations
• Achieve revenue targets through cross-selling and upselling financial products
• Conduct regular portfolio reviews and rebalance investments as per client objectives
• Ensure compliance with regulatory requirements and internal policies
• Coordinate with internal teams (research, operations, product) for seamless client servicing
• Maintain high levels of client satisfaction and retention

Key Skills and Competencies:

• Strong understanding of financial markets and investment products
• Relationship management and client handling skills
• Sales and target orientation
• Analytical and problem-solving ability
• Excellent communication and presentation skills
• High ethical standards and professionalism