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09/12 Abhishek Kumar
Co - Founder & CEO at Heron Strategic Consulting Pvt. Ltd.

Views:23 Applications:10 Rec. Actions:Recruiter Actions:8

Relationship Manager - Sales - Wealth Management (8-25 yrs)

Any Location Job Code: 303357

- Our client is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking and Institutional Equities Research & Broking and Wholesale Debt Market. At present Wealth is operating out of India, Dubai, London and Singapore. We are growing our footprint aggressively and hence looking for private wealth experts to be a part of this growth story.

Job Role :

1. Serve as a trusted financial consultant to high-net-worth individuals or families

2. Understand current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation

3. Develop and maintain client relationships by engaging with the resources of other parts of the organization and provide tailor-made personalized financial services

3. Build a comprehensive strategy that considers all aspects of the client's finances, create financial plans and portfolios that encompass asset allocation, investments, estates, and taxes, with the aim of increasing overall wealth

4. Monitor clients investment portfolio on a regular basis to review performance thereby deepening into their wallet share

5. Cultivate client relationships by giving regular updates, presenting plans, addressing inquiries, and ensuring that proposed solutions align with the client's major financial goals

6. Acquire and build new HNI client relationships thereby building onto your own AUM and achieving sales targets

7. Adhere to all policies, framework designed and achieve Wealth's overall objectives thereby achieving your personal goals

Job Requirements :

1. Financial Acumen, analytical thinking with an aptitude for relationship management

2. Strong persuasive and interpersonal skills

3. Excellent verbal and written communication skills

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