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Swastika Investmart
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Business Wealth Manager

Business Wealth Manager

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Swastika Investmart

2 - 7 years

3 - 7 Lacs

Ludhiana Chandigarh

Posted:1 day ago| Platform:

Apply

Skills Required

HNI Client Handling Wealth Management Financial Products Sales Relationship Management Wealth Relationship HNI Acquisition Financial Advisory Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

: Business Manager-Wealth

Location :

Key responsibilities

Client Relationship Management:

Acquire, build, and manage a portfolio of high-net-worth clients.
Act as a trusted advisor by understanding clients financial needs and providing tailored investment strategies.
Conduct regular portfolio reviews and updates to ensure alignment with client goals and market dynamics.

Financial Planning & Advisory:

Develop comprehensive financial plans, including asset allocation, retirement planning, tax optimization, and estate planning.
Recommend and sell financial products such as mutual funds, SIP, insurance, PMS, bonds, NPS and alternate investment products.

Sales & Revenue Generation:

Meet and exceed sales targets through proactive client engagement and cross-selling.
Generate leads via referrals, networking, and events.
Track revenue, AUM (Assets Under Management), and other performance metrics.

Compliance & Documentation:

Ensure complete KYC and regulatory documentation for all client transactions.
Adhere strictly to internal policies and SEBI/RBI/IRDA compliance standards.

Must-Have Qualifications

Ability to build trust and manage long-term client relationships.
Goal-oriented with a proactive approach toward problem-solving.
Strong in data management and into excel work.

Basic Qualifications

Bachelors or masters degree in Finance from an reputed institute or any equallent course certificate will preferred.
Minimum 2-3 years into wealth, investment advisory, or financial planning.
Exceptional interpersonal and communication skills (written and verbal )

Good-to-Have Qualifications

Background in fintech.
Open to adapt new tasks.

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Swastika Investmart

Financial Services

Jaipur

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