Market Lead/Sr. Market Lead Job Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth. Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like - Mutual Fund, PMS, PE, Bonds, Structured Products, equity, AIF, Life Ins, Gen Ins, etc. Job Role: - Providing financial advice and implementing financial planning recommendations for high net worth clients. - Monitor financial market trends to ensure that client plans are responsive. - Must ensure the growth of AUM / Book Size - Responsible for achieving targets based on acquisition and revenue generation through investment products. - Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes. - Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs. - Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes. - Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation. - Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management. - Responsible for complying with regulatory compliance as set out by relevant authorities Job Requirements: - Strong client UHNI client network and relationships - Exceptional communication skills - Ability to think Big - High on integrity - Passionate, Ambitious & perseverant, Entrepreneurial mindset - Relationship management skills, Collaborative approach and a team player

Mumbai

Hyderabad

Chennai

Ahmedabad

Vadodara/Baroda

Gujarat

Pune

Shriram Wealth - Market Lead/Senior Market Lead 

Job Description for Shriram Wealth - Market Lead/Senior Market Lead  in Shriram Wealth Limited in  Mumbai Hyderabad Chennai Ahmedabad Vadodara/Baroda Gujarat Pune for (5-13) years of experience. Apply Now!