Investment Portfolio Manager

and then by ensuring that they receive and execute on the right advice.

PRE-REQUISITES : -

• Team handling experience of atleast 6 peoples
• Cluster Managers with prior experience of working in a Broking / Private bank / wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
• Candidates having good vintage in their present as well as previous companies.

ROLES & RESPONSIBILITIES : -

• The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent)
• Maintaining client relationships and generate AUM from preferred clients.
• Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• To research, investigate and update team 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.

JOB SPECIFICATIONS REQUIRED : Qualifications : An MBA / PGDM or Graduate – (Finance / Marketing) Degree holder or focused education in Financial planning / Wealth Management. Other qualifications like CFP will be an advantage. Experience : Minimum 4-5 yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service. Certification : NISM VIII (mandatory)

Desired Skill Set :

• Ability to handle team.
• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
• A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
• Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients
• Good oral and written communication skills with clarity of thought, speech and expression
• Good interpersonal skills
• Good Analytical Skills General Competencies :
• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working
• Result oriented
• Strong analytical skills and ability to work in teams.