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17/08 Bhanuprasad S
HR at WinEzee

Views:200 Applications:111 Rec. Actions:Recruiter Actions:12

Wealth Manager - Sales - Bank (2-8 yrs)

Chennai/Delhi/Gurgaon/Gurugram/Hyderabad/Mumbai Job Code: 126160

The person in this role will be front face of the organization being responsible for contributing to the top-line by developing advisory relationships by proactively acquiring HNI clients and providing them with integrated financial services

1. Basic Role Information:

Function / Department / Vertical: Elite Wealth Management Group

Position: Individual role (RM)

Years of Experience: 5 -15 years Educational Qualifications: B.Com/ MBA/ CA/ CFA

Management Level: Associate/ Sr Associate/ AVP/VP Total number of employees Depends on experience supervised

2. Core Responsibilities :

- Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc

- Generate leads and develop prospects, network to identify referrals to new clients

- Understand investment/financial needs, risk apetite of the client to create and manage a long term Asset Allocation plan

- Identify and execute on new business opportunities with existing clients

- Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions

- Generating minimum of 3X revenue per month (1.5X in the first 12 months).

- Generating yearly AUC of 20 cr

3. Desirable Candidate Profile

Skills & Experience Essential / Desirable

- Understanding in Equities MF, tax planning, financial planning, profiling, fixed income Essential

- Should be relationship oriented with good inter-personal and people skills Essential

- Impactful communication skills to effectively engage affluent consumers Essential

- Exceptional track record of managing portfolio of HNI Clients Essential

- MBA, CA, CFA, NISM V-A Desirable

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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