Private Wealth Manager (8-10 Yrs) Hyderabad/Chennai/Mumbai/Pune/Bangalore/Coimbatore/Madurai/Delhi NCR/Indore/Nagpur/Ahmedabad/Rajasth (BFSI Sales)

Essential Duties and Responsibilities:- Develop and maintain strong, trusted relationships with HNI/Ultra HNI clients.
-Understand clients financial objectives, risk tolerance, and investment preferences to tailor personalized investment strategies/portfolios.- Provide ongoing communication and proactive updates to clients regarding portfolio performance, asset allocation and market developments to identify opportunities & risks.- Stay abreast of industry best practices, regulatory changes, and emerging investment trends to provide informed advice and innovative solutions to clients.
-Acquire new clients (via references from existing clients & open market) and Increase engagement of existing clients by providing complete financial planning solutions & portfolio reviews.- Accountable to achieve annual targets on AUM & revenue in the respective geography.
-Aiming for consistent growth of customer wallet share and book size.
-Participate in client meetings, presentations, and educational seminars to showcase the firm s capabilities and expertise.Personnel Specification:- Education: Master s Degree from an accredited College- Experience: 8 Years experience in investment management, wealth advisory, or related financial services roles.Certifications:- Mandatory certifications must be acquired as per the Industrial Certification policy of the Company (ref:updazz.com)

Payroll Type : Permanent