Wealth Manager - HNI - Private Wealth NBFC

Our Client offers comprehensive Investment solutions to more than a lac satisfied customers throughout the length and breadth of the country.

From Equity to Commodities, from Financial Advisory to Investment Banking, from Mutual Funds to Wealth Management, from Insurance Broking to IPOs, they have tried to offer the most comprehensive avenues for investments

We are looking for a Wealth Manager for our Client from Wealth Management / Private Banking sector with following responsibilities as mentioned below.

Job Description:-

Managing all HNI customers and advising them on various investment products like Insurance, Mutual Funds, PMS Equity, Forex Currency, Commodity and structured funds. Ensure highest level of service to HNI customers and key persons of the corporate clients. Ensuring efficient complaint handling at all levels and ensures high quality experience to the above segment.

- Acquiring key relationships for company

- Revenue generation

- Willingness to work as a Individual Contributor

- Deepening relationship with existing clients by effective management of client portfolios.

- Advising clients on major asset classes .

- Offer Private Wealth Management services through products.

- Manage & Acquire relationships of HNI 's & super HNI clients, retaining & enhancing advisory relationships.

- Managing book size in excess of 100 - 200 cr.

- Achieve sales targets in terms of income generated across all Wealth products.

Ideal candidate will be a candidate with good communication skills, with a good clientele and has had a stable career of 7 to 9 years.

The candidate should be from a financial house only. The designation for this position is OPEN.

Bobby Itty
Human Capital and Tech Solutions