Market Lead - Wealth Management

Job Description :

Understanding the financial need and risk appetite of the client and recommending suitable products from the array of financial products including 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 and revenue generation from the relationships with Company's 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 and perseverant, Entrepreneurial mindset.

- Relationship management skills, Collaborative approach and a team player.