Parle Global Technologies - Assistant General Manager - Wealth Management

Job Description :

Client Relationship Management :

- Build, manage, and deepen relationships with HNI, UHNI, and affluent clients.

- Understand clients' financial goals, risk appetite, and investment objectives.

- Provide customized wealth management and investment advisory solutions.

- Ensure high levels of client satisfaction and long-term relationship retention.

- Act as a trusted financial advisor to clients and their families.

Business Development & Revenue Generation :

- Acquire new HNI and UHNI clients through referrals, networking, and business development activities.

- Drive Assets Under Management (AUM), revenue, and profitability growth.

- Cross-sell and upsell wealth management products and financial solutions.

- Develop and execute client acquisition strategies to expand market presence.

- Consistently achieve assigned business and revenue targets.

Investment Advisory & Portfolio Management :

- Advise clients on investment opportunities across multiple asset classes.

- Conduct portfolio reviews and recommend suitable investment strategies.

- Monitor market trends, economic developments, and investment performance.

- Provide recommendations aligned with clients' financial goals and risk profiles.

- Support clients in portfolio diversification and wealth preservation.

Financial Planning :

- Assist clients with comprehensive financial planning, retirement planning, estate planning, and wealth creation strategies.

- Develop customized financial plans based on client objectives.

- Review and update financial plans periodically.

- Provide guidance on tax-efficient investment strategies.

Product Management & Advisory :

- Promote a broad range of financial products and investment solutions.

- Educate clients on investment opportunities and market developments.

- Ensure suitability and appropriateness of investment recommendations.

- Maintain a strong understanding of financial markets and investment products.

Compliance & Risk Management :

- Ensure compliance with regulatory requirements and internal policies.

- Adhere to KYC, AML, and client suitability guidelines.

- Maintain proper documentation and regulatory records.

- Ensure ethical and responsible advisory practices.

Team Leadership & Stakeholder Management :

- Support and mentor Relationship Managers and Wealth Advisors.

- Collaborate with product, research, operations, and compliance teams.

- Participate in training and development initiatives.

- Contribute to strategic business planning and growth initiatives.

Reporting & Performance Management :

- Track and report key business metrics including AUM growth, revenue generation, and client acquisition.

- Maintain accurate records of client interactions and portfolio performance.

- Prepare management reports and business reviews.

- Monitor market developments and communicate relevant insights to clients.

Required Qualifications :

Education :

- MBA in Finance, Wealth Management, or equivalent preferred.

- Certifications such as NISM, CFP, CFA, CWM, or related qualifications are highly desirable.

Experience :

- 5 - 10 years of experience in Wealth Management, Private Banking, Investment Advisory, Financial Planning, or Relationship Management.

- Proven experience handling HNI/UHNI client portfolios.

- Demonstrated success in client acquisition and revenue generation.

- Experience in banking, wealth management firms, NBFCs, investment advisory firms, or financial institutions.