Private Wealth Manager

• Acquiring HNI/Ultra HNI clients through networking, database, market analysis, and references.
• Maintaining client relationships and generating Assets Under Management (AUM) from HNI/Ultra HNI clients.
• Achieving the financial goals of the clients through various product lines, including mutual funds, bonds, alternative investment funds, insurance, and real estate.
• Providing investment advice to HNI/Ultra HNI clients and managing their overall financial portfolio.
• Collaborating with product and research teams to make investment decisions for clients.
• Achieving budgeted targets in terms of client acquisition, business volume, and assets.
• Sharing regular communications with clients regarding information, research, and organizational materials.

Candidate Qualifications:

The ideal candidate for this role should possess the following qualifications:

• Detailed product knowledge of key investment products, including mutual funds, bonds, alternative investment funds, insurance, and real estate.
• Experience in handling an Asset Under Management (AUM) of 20 crores and above.
• Excellent social and interpersonal skills.
• Comfortable with client acquisition in a Business-to-Consumer (B2C) setting.
• Expertise in equity, mutual fund, and real estate advisory, as well as the capital market.
• Preferably experience in acquisition of High Net Worth Individuals (HNIs) and Ultra HNIs.

Required Skills:

• Networking and relationship-building
• Knowledge of investment products
• Client acquisition