Team Leader - Private Wealth - Broking/NBFC

JOB DESCRIPTION :

- Maintaining client relationships and generate AUM from preferred clients.

- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- 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 trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

- The wealth advisor will have to undertake the following responsibilities:

- To prospect, acquire and retain clients.

- To achieve budgeted targets in terms of number of clients/volume of business & assets.

- To research, investigate and update themselves on available investment

- Opportunities/financial market trend to determine whether they fit into clients portfolios.

- To understand clients needs & requirements and accordingly position products & services

- To coordinate with product and research team for taking investment decision for the clients.

- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.

- To contact clients periodically and determine if they are satisfied with the service and returns generated.

- Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

- To provide various investment performance reports and summaries to the clients.

- To build and maintain client bases, along with relevant comments/remarks for future reference.

- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information,

Criteria :

- Preferring candidates from Broking / NBFC Background

- 10+ years of experience in wealth management

- Team Leading experience preferred

- Experience handling Ultra HNI, Super HNI & NRI Clients

- Extensive knowledge and working experience on wealth products like Arbitrage, PMS, AIF, SIP, Bonds & Structured Products

Location - Mumbai, Goregaon