Talent Aquisition at Vimerse InfoTech Inc
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Private Wealth Manager - Sales - Bank (1-6 yrs)
Job Description :
Role : Private Wealth Manager
Location : Delhi
Wealth Manager Roles and Responsibilities :
- Acquiring HNI/ UHNI clients through networking, database, market analysis, and references
- Maintain client relationships and generate AUM from HNI/Ultra HNI clients
- Achieve the financial goals of the clients through various product line
- Key products are - MF, Bonds, AIF, Unlisted shared, Trading - Equity, Commodities & Currency, in-house Arbitrage strategy, MLD, Corporate FDs, Loans - Secured & Unsecured, Real Estate advisory
- Advise HNI/Ultra HNI clients on their investments and managing their overall financial portfolio
- Coordinate with product and research teams to taking investment decisions for the clients
- Achieve budgeted targets in terms of the amount of clients/volume of business & assets
- Share regular communications with clients regarding information, research, and material of the organization
Desired Candidate Profile :
- Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading - Equity, Commodities & Currency
- Preferably handling AUM of 20cr. and above
- Should have excellent social/ interpersonal skills
- Should be okay with Client Acquisition (B2C)
- Equity/Mutual fund/Real estate advisory, Capital Market only.
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