Private Wealth Manager (portfolio 50crs+): leading NBFC Across India

Hiring for Leading and Largest broking firm

from 5 to 10 year(s) of Experience
Pune, Chennai, Bengaluru, Mumbai

Job Description

Largest and leading broking firm is looking for Private Wealth RM

Interested candidates pl do share your updated resume with Deepa on

Locations: Mumbai , Pune , Bangalore , Chennai

Mumbai / Pune: Needs to have a AUM / book of app 80-100crs currently 

Bangalore / Chennai - Needs to have an AUM / Book of min 50cr and above 

CTC: 15 - 25 lacs 

 Monitor financial market trends to ensure that client plans are responsive. Recommend financial products.   

Must ensure the growth of AUM / Book Size Responsible for identifying customer needs and assessing their risk appetite

Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide regular updates to the immediate superior as and when required

Responsible for business development through acquisition of high networth clients. Create and enforce plans that will help meet the needs of the customer.

Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

Qualifications Graduation / Post Graduartion in any discipline

Additional Certifications/Trainings (desirable)                   

Prior Experience 5+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.

Domain Knowledge Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

IT Skills MS Office / MS Excel / AMFI / IRDA (Certification)


Behavioural Technical Result 

Orientation Knowledge of investment products, macro fundamentals n behavioral finance.

Customer Focus Understand of all key product offering 

Knowledge Driven  Aggression    

Continous Improvement

Planning and Organizing

Interpersonal/ relationship management skills

Passion for acquisition n sales

Salary: INR 15,00,000 - 27,50,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Channel Sales

Role:Client Relationship Manager

Must have Key Skills

Other Key Skills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

Quotient Consultancy

Leading and Largest broking firm

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Contact Company:Quotient Consultancy