Deputy Vice President/Assistant Vice President/Portfolio Manager - Wealth Management

Key Responsibilities:

- Acquire and manage HNI/UHNI clients with 1 Cr - 5 Cr+ investable surplus.

- Drive new client acquisition, AUA growth and revenue generation.

- Understand client financial goals, risk profile and investment needs and provide financial planning and portfolio solutions.

- Advise clients across Mutual Funds, PMS, AIFs and other relevant wealth products.

- Execute investment transactions and conduct periodic portfolio reviews and rebalancing.

- Ensure disciplined asset allocation in line with client objectives and defined risk parameters.

- Build long-term client relationships through proactive client servicing and engagement.

- Develop and execute sales strategies to achieve business, AUA and revenue targets.

- Maintain a balanced product mix, including Mutual Funds for recurring/annuity revenue and other asset classes.

- Monitor client portfolios and ensure adherence to risk, suitability, compliance and advisory guidelines.

- Ensure timely resolution of client queries and delivery of required MIS/portfolio reports.

- Track market and competitor developments and identify new investment and business opportunities.

Desired Candidate Profile:

- Relevant experience in Wealth Management, Private Wealth, Portfolio Management, or Investment Advisory.

- Proven track record of HNI/UHNI client acquisition and AUA generation.

- Strong knowledge of Financial Planning, Asset Allocation, Mutual Funds, PMS and AIFs.

- Strong client relationship, business development and communication skills.

- High level of integrity, compliance orientation and client-centricity.