Wealth Manager Relationship Management

We are looking for a person who have5 years of experience in stocks ,Equityand also should have knowledge of equity, stocks , CMS, SIP, mutual funds shouldhave closed 25 Lakhs to 1 crore ticket.Acquisition of Wealth Clients:1.Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients.3. To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.4. Prior experience of working in a wealth management firms, Private banking,PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNIclient management .5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.Advisory and Relationship Management6. Maintaining client relationships and generate Asset Under Management (AUM)from preferred clients.7. Advising Affluent clients in conjunction with the Research team , Financialplanning department , operations team etc on their existing investments andmanaging their overall financial portfolio and deepening the wallet from existingclients.8. To coordinate with product and research team for taking investment decision forthe clients.