Wealth Manager – NBFC Synergy HR Consultancy

The Corporate Institute; India; Vor Ort; INR 900.000 - 1.800.000; Vollzeit

Zusammenfassung

The Corporate Institute invites applications for a Wealth Manager role spanning Pan India with leading NBFC. You will advise high net worth clients, design comprehensive wealth plans and build AUM across mutual funds, equities, PMS, AIF, and structured products.

You will engage promoters and large families, leveraging your network to expand the client base. You will maintain service quality, ensure client satisfaction, and stay updated on wealth product solutions while managing a standalone

Qualifikationen

• Experience in wealth management space with HNI clients.
• Strong client acquisition and relationship management skills.

Aufgaben

• Provide financial advice and planning for high net worth/VIP clients.
• Build AUM in Mutual Funds, Equities/Debt, PMS, AIF, Structured products & Private Equities.
• Determine when plan reassessment is needed due to changes in life, economy or performance.
• Research and advise on stock buy/sell for clients.
• Manage investments and client relationships with a focus on satisfaction.
• Address client needs through tailored wealth solutions.

Kenntnisse

Wealth management experience

HNI connections

Jobbeschreibung

Wealth Manager - Pan India - Leading NBFC

Responsibilities:

• Providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients.
• Candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.
• Determining whether life changes, economic changes, environmental concerns, or financial performance indicate a need for the plan reassessment.
• Buying & selling stock research to the client.
• Managing investments.
• Building client relationships and actively engaging in client acquisition.
• Addressing client needs through product Solutions.
• Assuring service quality and client satisfaction.
• Complying with all company policies and procedures.
• Maintaining current knowledge of wealth products solutions.
• Responsible for the sales, advisory and management of wealth management client portfolio.
• We are looking at self-driven professional who have prior experience working with HNI/ Entrepreneurs and large promoter families of the country.
• You should have ample experience in the wealth management space or should have strong connects and relationship with the relevant client pool.
• You will be working with a highly motivated and productive team which has been a trendsetter in the Wealth management space.
• This is a standalone positions, no team will be provided.