Location: AHMEDABAD Salary : Fixed Salary upto 30 Lakh + Incentives (Subject to current salary and performance) - Excellent career building &amp; Learning opportunity with leading Private Wealth - NBFC - Top Investment advisor across asset class to UHNI Families across India - Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Analyze client portfolios and make necessary suggestions. - Monitor financial market trends to ensure that client plans are responsive. Recommend financial products. - Must ensure the growth of AUM / Book Size Responsible for identifying customer needs and assessing their risk appetite - Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide regular updates to the immediate superior as and when required - Responsible for business development through the acquisition of high net-worth clients. Create and enforce plans that will help meet the needs of the customer. - Mandatory numbers of meetings with clients to keep them updated with the current market scenario. - KRA Performance Indicator - Responsible for acquring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI &amp; corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. - Revenue Achievement of Revenue Target decided for the year - High Revenue Impact Project HNI Clients Engagement and their Revenue Growth - Knowledge,Meetings and active engagement with clients Educational Qualifications: - Graduation / Post Graduation in any discipline - Additional Certifications/Trainings (desirable) - Prior Experience 5+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. - Domain Knowledge Understanding of market pulse, knowledge on investment products, understanding of wealth platform IT Skills MS Office / MS Excel / AMFI / IRDA (Certification)

Ahmedabad

Gujarat

Relationship Manager - Wealth Management - BFSI 

Relationship Manager - Wealth Management - BFSI  ,Job Description for Relationship Manager - Wealth Management - BFSI  in The Recruiters in  Ahmedabad Gujarat for (5-15) years of experience. Apply Now!

Job Description for Relationship Manager - Wealth Management - BFSI  in The Recruiters in  Ahmedabad Gujarat for (5-15) years of experience. Apply Now!