Wealth Manager

Eureka Stock And Share Broking Services; Kolkata District; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Eureka Stock And Share Broking Services is seeking an experienced Wealth Manager to acquire and manage relationships with HNIs, UHNI, corporate clients, and affluent investors in India. You will deliver customized wealth solutions aligned with clients' objectives and coordinate with research and operations to ensure superior service.

You will advise on a wide range of products including equities, mutual funds, PMS, AIF, fixed income, IPOs, ETFs, NPS, and insurance; conduct regular portfolio

Qualifications

• Bachelor’s degree in Commerce, Finance, Business Administration, Economics, or related field.
• MBA (Finance/Marketing) or equivalent preferred.
• NISM/AMFI certifications will be an added advantage.

Responsibilities

• Acquire new HNI/UHNI and affluent clients through networking, referrals, and business development.
• Build and maintain long-term client relationships by understanding financial goals and needs.
• Provide customized investment and wealth management solutions based on risk profiles and objectives.
• Advise clients on equities, mutual funds, PMS, AIF, bonds, IPOs, ETFs, NPS, and insurance.
• Conduct portfolio reviews and recommend investment strategies based on market trends.
• Generate revenue through investment advisory, cross-selling, and upselling products.
• Collaborate with Research, Dealing, and Operations teams to deliver client service.
• Monitor market developments and communicate opportunities to clients.
• Ensure timely completion of KYC and regulatory requirements; maintain compliance.

Skills

Relationship management

Client servicing

Communication

Negotiation

Presentation skills

Capital markets knowledge

Investment products knowledge

Financial planning

Portfolio management

Sales & BD

Market analysis

Excel & CRM tools

Education

Bachelor's degree in Commerce/Finance/Business Administration/Economics

MBA (Finance/Marketing) preferred

NISM/AMFI certifications advantageous

Tools

CRM software

MS Excel

Wealth management platforms

Job description

We are looking for an experienced and client-focused Wealth Manager to acquire, manage, and grow relationships with High Net Worth Individuals (HNIs), Ultra HNIs, corporate clients, and affluent investors. The ideal candidate should possess strong knowledge of financial markets and investment products while delivering customized wealth management solutions that align with clients' financial objectives.

Key Responsibilities

• Acquire new HNI, UHNI, and affluent clients through networking, referrals, and business development activities.
• Build and maintain long-term relationships with clients by understanding their financial goals and investment needs.
• Provide customized investment and wealth management solutions based on clients' risk profiles and financial objectives.
• Advise clients on a wide range of financial products, including:
  
• Equities
• Mutual Funds
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)
• Bonds and Fixed Income Products
• IPOs
• Structured Products
• Exchange Traded Funds (ETFs)
• National Pension System (NPS)
• Life & General Insurance
• Conduct regular portfolio reviews and recommend investment strategies based on market trends.
• Generate revenue through investment advisory, cross-selling, and upselling financial products.
• Work closely with Research, Dealing, and Operations teams to deliver superior client service.
• Monitor market developments and communicate relevant investment opportunities to clients.
• Ensure timely completion of client documentation, KYC, and regulatory requirements.
• Maintain compliance with SEBI, AMFI, IRDAI, and company policies.
• Achieve assigned revenue, Assets Under Management (AUM), and client acquisition targets.

Qualifications

• Bachelor's degree in Commerce, Finance, Business Administration, Economics, or a related field.
• MBA (Finance/Marketing) or equivalent qualification preferred.
• NISM/AMFI certifications will be an added advantage.

Experience

• 58 years of experience in Wealth Management, Private Banking, Stock Broking, Mutual Funds, Banking, NBFC, or Financial Services.
• Proven experience in handling HNI/UHNI clients and investment advisory.

Required Skills

• Strong relationship management and client servicing skills.
• Excellent communication, negotiation, and presentation abilities.
• Sound knowledge of capital markets and investment products.
• Financial planning and portfolio management expertise.
• Sales and business development skills with a target-oriented approach.
• Ability to analyze market trends and provide investment recommendations.
• Proficiency in MS Excel, CRM software, and wealth management platforms.

Key Performance Indicators (KPIs)

• Assets Under Management (AUM) growth.
• Revenue generation.
• New client acquisition.
• Client retention and satisfaction.
• Cross-selling and upselling of financial products.
• Achievement of monthly, quarterly, and annual business targets.

Preferred Candidate Profile

• Strong networking and relationship-building capabilities.
• Customer-centric approach with high ethical standards.
• Self-motivated, result-oriented, and capable of working in a fast-paced environment.
• Ability to manage multiple client portfolios effectively.