RM/BM/AVP - Wealth Management - BFS

RM /BM/AVP - Wealth Manager

- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.

- Need to ensure growth of AUM or book size.

- Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.

- Responsible for business development through acquisition of high net-worth clients.

- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

- Analyze client portfolios and make necessary suggestions. Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite.

- Provide regular updates to the immediate superior as and when required.

- Create and enforce plans that will help meet the needs of the customer.

Qualification And Experience :

1. Minimum 2+ & Maximum 15 years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

2. Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

3. MS Office / MS Excel / AMFI / IRDA (Certification).

4. Result Orientation. Customer Focus. Knowledge Driven.

5. Aggression.

6. Continuous Improvement.

7. Planning and Organizing.

8. Interpersonal/ relationship management skills.

9. Passion for acquisition and sales.

10. Knowledge of investment products, macro fundamentals and behavioral finance.

11. Understand of all key product offering of MOFSL.