OML Group - Wealth Manager - Investment Advisory

Wealth Manager - Investment Advisory - NBFC/FinTech

Experience: Candidate with 4-7 years- experience in the industry.( P2P/Financial Services )

CTC: As per Industry standard plus excellent performance-linked Incentives.

Skills Required:

- Excellent analytical, negotiation & inter-personal skills.

- Should be a result-oriented

- Should possess strong networking & relationship building skills.

- Excellent organizational and multitasking abilities A team player with leadership skills.

Job Description

- Having good experience of managing relationship with High Net-worth Individuals and corporates. Having good understanding about the needs of various types of investors.

- Managing a decent size of client AUM across different financial products.

- Having good understanding various financial products ranging from Fixed Income instruments, Mutual Funds to Different Investment instruments in the market.

- Having experience working on different types of loan products - Personal/Business/Educational Loans,

- Having the capability to do business tie ups with multiple loan aggregators or Educational institutes

- Experience from P2P platform would be an added advantage.

- Good presentation skills and communication skills to pitch for advisory and Wealth Products to all kinds of clients

- Ability to cross sell products based on risk profile and suitability.

- Ability to work with targets and manage the revenue expectations with different products and addition of fresh clients through own client referrals, work site marketing, HNI meets, etc.

- Ability to sustain business relationships through prudent and meaningful advisory and prompt delivery with regard to key deliverables.