Shriram Wealth - Market Lead / Senior Market Lead

Market Lead / Sr. Market Lead

Job Description :

At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead / Sr.Market Lead to spearhead the business growth.

Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like - Mutual Fund, PMS, PE, Bonds, Structured Products, equity, AIF, Life Ins, Gen Ins, etc.

Job Role :

• Providing financial advice and implementing financial planning recommendations for high net worth clients.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Provide appropriate investment advise to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
• Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
• Customize portfolio proposals for clients through allocation of client funds into products across fund, equity and other asset classes.
• Actively review and monitoring of client's AUM through timely buy / sell / hold calls triggered by clients' preferred allocation.
• Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
• Responsible for complying with regulatory compliance as set out by relevant authorities

Job Requirements :

(ref : iimjobs.com)