Job Description – Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc.
Job Role -
• Providing financial solutions for high net worth clients.
• 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.
• Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
• Sharing model portfolios with clients
• Responsible for targeting towards the AUM growth & revenue generation from the relationships with Clients Wealth Management.
• Responsible for complying with regulatory compliance as set out by relevant regulatory authorities
Job Requirements
• Strong client UHNI network and relationships
• Exceptional communication skills
• Ability to think Big
• High on integrity
• Passionate, Ambitious & perseverant, Entrepreneurial mindset
• Relationship management skills, Collaborative approach and a team player
