IIFL - AUM Manager - HNI/UHNI

Profile - AUM Managers

Designation - Manager to AVP

Experience - 4-9 years

PRE-REQUISITES :

Candidates with prior experience of acquiring, managing and servicing Ultra High / High Net worth Clients- (Min Investment of Rs. 25 Lakhs and above) across all asset classes in a Broking/Private bank/wealth management set up

ROLES & RESPONSIBILITIES :

- Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition.

- Managing client relationship and generate AUM from preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.

- To coordinate with product and research team for taking investment decision for the clients as per their financial requirement.

- To conduct and assist in organizing seminars, workshops and other business development activities.

Guidelines for Identification of Potential Candidate :

- Any Graduate/ Post Graduate (preferably in Finance) with any other qualification / certification like CFP/ NISM will be an advantage.

- With a min of 5 yrs experience in Acquisition, Sales & Financial Planning of HNI Clients from BFSI sector.

- Looking for potentials with an ability to engage clients in meaningful conversations about their finances and take active interest in their financial well-being with a thorough understanding of financial markets.

- Should have good oral and written communication, interpersonal and analytical skills with clarity of thought, speech and expression with positive attitude and result oriented individual.