Affluent Wealth TL

Job Purpose

The role would require to mentor, monitor and drive the team of wealth managers to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets through self and team contribution. To ensure all processes are followed keeping in mind the ethos of the organization.

Key Deliverables

Manage, build and drive a team of wealth manager to cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products

Through team and self contribution meet the required AUM, investor acquisition and AUM targets for given cluster.

Ensure the timely delivery of customized wealth advise to HNI customers

Periodic review of client’s portfolio to ensure that they are in line with client’s investment objectives

Conduct periodic trainings on products and process for the team

Ensure that team meets the effort and performance targets.

Joint calls with Relationship Managers / Team

Role Requirements

Must have own HNI client base

Educational Qualifications : Post Graduation-MBA in Finance

Experience : 5+ Years in sales / wealth management of handling the HNI clients.

Team handling experience : Needed

Preferred industry back ground : Wealth Management, Banking, Investment Counselling

Domain Knowledge : Sales / Wealth Management, capital markets, Investment Products