Senior Manager - Wealth Management - BFSI

Mutual Fund Division

Job Purpose:

The incumbent will be responsible for developing business for the company which requires a thorough knowledge of the market, products, the solutions/services of Wealth Management.

Job Duties:

- Offering a wide range of Financial Services and Wealth Management Solutions to Institutions, Corporations, High-Net Worth Individuals and Families.

- Conducting a comprehensive review of client portfolios, including interacting with clients to assess strategies based on objectives and risk profile

- Selling Equity/Debt/Currency/Alternate Investments

- Responsible for building AUM and revenue generation as per company benchmarks

- Responsible for meeting cross-sales targets

- Ensuring high-quality service and key Customer Relationship Management

- Comply with KYC/SEBI rules, regulations and legislation

Qualification: MBA

Strengths:

- Good business sense

- Product knowledge

- Result oriented

- Prospecting and closing skills

Technical skills:

- Good working knowledge in MS-OFFICE

- Effective PPT presentations in POWERPOINT

- Internet savvy