Tip Sons - Wealth Manager

Description :

The Wealth Manager will be responsible for managing client investment portfolios, handling primary and secondary placement of bonds, and delivering tailored financial solutions. The role involves end-to-end management of debt proposals, achievement of business targets, and maintaining high standards of client servicing and compliance.

Key Responsibilities :

• Manage SLR and Non-SLR product offerings for clients
• Handle primary and secondary placement of Bonds (NCDs)
• Execute end-to-end management of debt proposals, including sourcing, evaluation, and placement at optimal terms
• Achieve business targets and revenue goals while maintaining compliance and ethical standards
• Build, maintain, and strengthen long-term client relationships
• Provide investment advisory and portfolio management guidance
• Address client queries promptly and coordinate documentation with the operations team
• Conduct regular client meetings and investment reviews
• Stay updated on financial markets, regulatory changes, and investment opportunities
• Travel across major Indian cities for client meetings and business development

The Wealth Manager will be responsible for managing client investment portfolios, handling primary and secondary placement of bonds, and delivering tailored financial solutions. The role involves end-to-end management of debt proposals, achievement of business targets, and maintaining high standards of client servicing and compliance.

Key Responsibilities :

(ref : iimjobs.com)