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30/11 HR
HR at Spark Private Wealth

Views:275 Applications:26 Rec. Actions:Recruiter Actions:3

Spark Capital - AVP/VP - Wealth Relationship Manager (8-30 yrs)

Mumbai Job Code: 1344326

BUSINESS DEVELOPMENT :

- Prospect & acquire new client relationship (UHNIs, family offices, corporates) through various channels sources, existing client referrals, cold calling & other client engagement activities.

- Advise clients on building portfolios based on various products and solutions across asset classes - MF, PE, Structured Products, Insurance, PMS, etc.

- Prepare and interpret for client's information such as investment performance reports, financial document summaries, income projections and proactively rebalancing their portfolios to match their required asset allocation.

- Constantly monitor and review client portfolios based on timely analysis of market dynamics.

- Ensuring regular availability of Research material and inputs to the client.


- Service existing clients with the support of client servicing team.

- A good part of the job is largely tailored around client requirement - this could be a mix of pitching investment ideas/ advising with the support of research analysts and CIO for bespoke requests.

- Ability to advice clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients - Have successfully build and generated new business across a large set of client base

- Has demonstrated on developing deep and strong client relationship and has the ability to maintain high level of retention

RESEARCH AND PRODUCT KNOWLEDGE :

- Should be on top of current affairs, market developments and should always keep abreast with market knowledge and market intelligence.

- Should be proficient with knowledge of capital markets as well as third party products such as MF, PMS, Insurance etc.

- Should coordinate with research team and wealth products team and advise client basis intelligent analysis of facts

- To read, research and update themselves on available investment opportunities in the market.

COMPLIANCE :

- Responsible to ensure all activities are in adherence as per Compliance framework - NISM Certification

Women-friendly workplace:

Maternity and Paternity Benefits

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