4 - 9 years
25 - 30 Lacs
Posted:1 month ago|
Platform:
Work from Office
Full Time
We are hiring for our leading NBFC Client JOB DESCRIPTION Oversee client relationships, providing personalized financial advice and wealth management services. Enhance client portfolios, ensure strategic alignment with financial goals, and coach junior team members to foster development and improve team performance. Role and Responsibilities Lead the management and growth of portfolio of clients by providing end-to-end wealth management services, including financial planning, investment advisory, and portfolio management. Provide comprehensive advice on various wealth management products, including AIFs, PMS, equity, debt, insurance, and alternative investments. Conduct regular client reviews, performance updates, and risk assessments to align portfolios with financial goals. Identify and pursue new business opportunities through an extensive client network, referrals, and strategic partnerships. Mentor and guide junior level wealth RMs by providing hands-on support, fostering their professional development, and ensuring seamless knowledge transfer Develop and execute client strategies to maximize wallet share, ensure client satisfaction, and achieve business growth. Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM Qualifications & Education: Postgraduate degree in Finance, Economics, or related fields (e.g., MBA) Relevant certifications (NISM, AMFI, CFP) are highly preferred. Experience Requirements 8+ years of experience in wealth management or private banking with experience of serving UHNI / HNI clients. Demonstrated ability to build and maintain strong client relationships and manage high-value portfolios.
Saaki Argus And Averil Consulting
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Recruitment and Consulting
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