Senior Wealth Manager

Job Description:

Role Summary

The Wealth Manager will be responsible for acquiring new HNI clients and maintain the existing relationships by offering customised wealth management services. The key focus is on growing the book/AUM and generate revenue along with offering customised portfolio of investment products aligned to customer needs.

Major responsibilities include:

• To Provide financial solution to the Wealth Customers in line with the clients risk reward expectations.
• Increase the customer wallet share by cross selling the Investment Banking
• Products (structured) along with third party investment products.
• Comply with KYC/SEBI rules, regulations and legislation governing the financial industry.
• Maintain high service standards with complete transparency, trust and integrity.
• Provide financial solution to the Wealth Customers while maintaining high service standards
• Maintain complete customer profile including risk profile, demographics, investment horizon & return expectations.
• Enrich relationships and gain higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Investment Banking products (structured) along with third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Comply with KYC/SEBI rules, regulations and legislation governing the Bank
• Acquire new customers
• Achieve targets as assigned by the organisation on a monthly basis
• Record and track all engagement activities through the CRM system

Qualifications:

• Graduation/post-graduation from a recognised institute.
• AMFI/IRDA and NCFM certifications.
• Good communication skills in English and the local language.
• In-depth knowledge of the investment products & financial markets.
• Ability to manage complex situations, handle pressure and meet deadlines. Strong interpersonal, relationship and networking skills.
• Confidentiality Disclaimer: The document is highly confidential and is only meant or the information of the candidate applying for the said role or approached by UV Capital or its consultant for evaluating the role before applying.
• This should not be shared with anyone without the prior permission from UV capital or its authorised consultant