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Senior Manager / Senior Vice President / Vice President -Wealth Management

Senior Manager / Senior Vice President / Vice President -Wealth Management

ConfidentialNashik
16 days ago
Job description

Key Responsibilities :

Client Advisory and Investment Solutions :

  • Analyze client information, working closely with the Research and Advisory team to provide superior investment solutions.
  • Align service delivery to enhance client experience and help clients achieve short-term and long-term investment goals.
  • Conduct risk profiling of clients and recommend investment products as per their risk appetite and portfolio strategy.

Business Development and Relationship Management :

  • Track HNI / Ultra HNI segments for new client acquisition opportunities.
  • Develop and execute inbound and outbound sales plans to increase customer base.
  • Deepen client relationships to grow portfolio value, improve client stickiness, and achieve product-wise targets.
  • Cross-sell investment products based on client demographics, lifestyle, and risk profiling.

    • Market Research and Analysis :

  • Stay updated on financial market trends and investment opportunities.
  • Use data tools to analyze wealth products and benchmark peers' performance.
  • Monitor and evaluate investment options to determine suitability for client portfolios.

    • Reporting and Compliance :

  • Maintain daily / weekly sales reports, forecasts, and other performance records.
  • Ensure adherence to regulatory and organizational compliance requirements.
  • Support the organization's commitment to Diversity, Equity, and Inclusion by fostering an inclusive client engagement approach.

    • Preferred Qualifications and Experience :

  • 5–15 years of relevant experience in Investment Advisory or Wealth Management.
  • MBA, CA, or equivalent from a premium institute.
  • Relevant certifications in wealth management or financial advisory preferred.
  • Strong industry and product knowledge with a good understanding of applicable compliance rules and regulations.

    • Desired Knowledge & Skills :

  • Strategic thinking and execution, with the ability to prioritize and solve complex problems.
  • Strong financial acumen and ability to analyze market data.
  • Excellent organizational, time management, and delegation skills.
  • Proven ability to build and maintain long-term client relationships, with focus on revenue growth.
  • Decision-making skills, ownership mindset, and ability to work under pressure.
  • Team player with strong interpersonal and collaboration skills.
  • Aptitude for delivering high-quality customer service in a fast-paced, evolving environment.

    • Skills Required

    Investment Advisory, Wealth Management, Business Development, Financial Analysis, Risk Profiling, Portfolio Management

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    Vice President • Nashik

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