Top MNC Bank·4 days ago
4 days ago
Senior Wealth Manager
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What you'll do
- Manage and develop relationships with HNI, UHNI, and affluent clients to achieve business and revenue targets.
- Understand client financial goals, risk appetite, and investment requirements to recommend suitable wealth management solutions.
- Handle and grow client AUM through investment products such as Mutual Funds, PMS, AIF, Bonds, Equities, and Insurance.
- Conduct regular portfolio reviews, monitor investment performance, and suggest suitable portfolio diversification.
- Acquire new HNI clients through networking, referrals, market outreach, and relationship building.
- Cross-sell relevant financial products to existing clients and increase wallet share and product penetration.
- Coordinate with research, product, and operations teams to deliver personalized investment solutions while ensuring regulatory compliance.
What they're looking for
- Proven experience in wealth management or financial advisory
- Strong understanding of financial products including Mutual Funds, PMS, AIF, Bonds, Equities, and Insurance
- Demonstrated track record of managing HNI and UHNI client relationships
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Manage and develop relationships with HNI, UHNI, and affluent clients to achieve business and revenue targets.
- Understand client financial goals, risk appetite, and investment requirements to recommend suitable wealth management solutions.
- Handle and grow client AUM through investment products such as Mutual Funds, PMS, AIF, Bonds, Equities, and Insurance.
- Conduct regular portfolio reviews, monitor investment performance, and suggest suitable portfolio diversification.
- Acquire new HNI clients through networking, referrals, market outreach, and relationship building.
- Cross-sell relevant financial products to existing clients and increase wallet share and product penetration.
- Coordinate with research, product, and operations teams to deliver personalized investment solutions while ensuring regulatory compliance.
Company
Top MNC Bank
Delhi NCR, India
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