Wealth Manager

Responsibilities :

Acquisition of HNI Clients : Identify and target Affluent and Super Affluent client segments in the market to expand our client base. Develop and implement strategies for new client acquisition (HNI / HNW clients with minimum 50cr AUM).

Client Relationship Management : Build and maintain strong relationships with clients, ensuring their financial needs are met. Generate Assets Under Management (AUM) from preferred clients thru products like PMS, MF, AIF etc.

Financial Advisory : Provide expert financial advice to Affluent clients, analyzing their financial portfolios, investment objectives, and risk tolerance. Develop customized financial plans to meet their goals.

Market Research : Continuously research and analyze investment opportunities and financial market trends. Evaluate these opportunities to determine their suitability for inclusion in clients' portfolios.

Collaboration : Coordinate closely with the product and research teams to make informed investment decisions that align with clients' financial requirements and objectives.

Client Education : Conduct seminars, workshops, and other business development activities to educate clients on financial strategies, market trends, and investment options.