Senior Manager/Senior Vice President/Vice President - Wealth Management - BFSI

Role Senior Wealth Manager/ Sr VP/ VP

Locations: Mumbai, Pune, Nasik & Ahmedabad.

We are pioneers in global financial advisory services, offering you well-researched and cogent advice on acquiring, preserving & growing your wealth successfully. We understand your specific needs and aim to provide you with an all-encompassing solution that will help you realize your financial goals.

For over 25 years, we have been providing top-notch wealth management services to our clients who are looking for safe and sound capital investment opportunities. We specialize in a diverse range of investments, including portfolio management services, equity, bonds, mutual funds, alternative investment funds, and an array of other financial instruments.

We have successfully served an array of distinguished clients around the globe; this includes foreign institutional investors (FIIs), domestic mutual funds, hedge funds, banks, insurance companies, and private equity firms as well as corporate houses and high net worth individuals (HNIs).

Rs. 2500+ crore worth of assets managed

Delivering strategic financial services since 1995

Present in 10 locations across the country

Key responsibilities include:

- Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.

- Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.

- Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness

- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling

- Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance.

Skills and Competencies:

- Ability to use & analyze data tools related to wealth products

- Benchmarking Peers/ Execution on Key Initiatives/Management

- Discussion/ MIS Review

- Maintaining external network i.e. maintaining contact with the customers

- Attitude to service clients by providing them with smooth and superior service delivery

- Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization

- Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills

- Decision-making skills with a strong sense of ownership and ability to work under pressure

- Ensure compliance with key regulatory and organization-level requirements

- Our commitment to Diversity, Equity and Inclusion

- The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best.

Preferred Educational Qualifications and Work Experience:

- 5 to 15 years relevant experience in Investment Advisory / Wealth management

- MBA / CA or equivalent from a premium institute

- Relevant certifications

Desired Knowledge / Skills:

- Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations

- Ability to think and execute strategically, prioritize and resolve complex problems

- Detail-oriented with superior organizational and time management skills, including delegation of work

- Team player with the ability to collaborate with others

- Ability and interest to work in a fast-paced, evolving environment