Wealth Manager

DSP Eminence; South Goa District, North Goa; On-site; INR 600,000 - 1,200,000; Full time

Job summary

DSP Eminence in Goa is seeking a Wealth Manager to work with the branch team to contact high-priority clients and assess their needs. You will offer wealth management solutions, including investments, insurance, PMS/AIF, and structured products, aiming to grow AUM and revenue.

You will maintain excellent client servicing, ensure regulatory compliance, and stay updated on market trends to identify new business opportunities and participate in client engagement events.

Qualifications

• Strong understanding of financial markets and wealth management concepts.
• Ability to identify client needs and propose customized wealth solutions.
• Excellent communication and relationship-building skills.
• Sales-driven with focus on client service and revenue targets.

Responsibilities

• Collaborate with branch team to contact high priority and affluent clients.
• Understand client needs and offer comprehensive wealth management solutions.
• Cross-sell investments, insurance, PMS/AIF and structured products to clients.
• Achieve AUM and revenue targets through cross-selling opportunities.
• Maintain high standards of client servicing and regulatory compliance.
• Stay updated on market trends and global financial news.
• Identify new business opportunities within existing and potential clients.

Skills

Wealth management

Client relationship

Sales skills

Financial markets understanding

Job description

Role & responsibilities:

• 1. Work closely with the branch team to reach out to high priority and affluent clients.
• 2. Understand client needs and offer comprehensive wealth management solutions,
• including investments, insurance, PMS/AIF and structured products.
• 3. Achieve AUM and revenue targets through cross-selling investment products to exiting
• clients
• 4. Ensure high standards of client servicing and compliance with internal and regulatory
• guidelines.
• 5. Keep updated on market trends, investment products, and global financial news.
• 6. Proactively identify new business opportunities within existing and potential clients.
• 7. Participate in marketing and client engagement events.

Preferred candidate profile:

• 1. Strong understanding of financial markets, investment products, and wealth
• management principles.
• 2. Excellent communication, interpersonal, and relationship-building skills.
• 3. Ability to identify client needs and provide customized solutions.
• 4. Sales-driven with a focus on providing excellent customer service.