Teamhandling experience of atleast 4 peoples
ClusterManagers with prior experience of working in a Broking/Private bank/wealthmanagement set up.
Handleand manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
Candidateshaving good vintage in their present as well as previous companies.
ROLES & RESPONSIBILITIES: -
TheCluster Manager will be responsible for handling team thereby helping andcoordinating with the teams for acquiring HNI clients (Affluent & SuperAffluent)
Maintainingclient relationships and generate AUM from preferred clients.
Supportingteam in advising Affluent clients on their Investments and managing theiroverall financial portfolio and deepening the wallet from existing clients
Helpingteam to Track the Affluent & Super AffluentClient segment in the market for new client acquisition
Toresearch, investigate and update team on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios.
Tocoordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients.
Toconduct and assist in organizing seminars, workshops and other businessdevelopment activities.
JOB SPECIFICATIONS REQUIRED:
An MBA/PGDMor Graduate (Finance/Marketing) Degree holder or focused education inFinancial planning/Wealth Management. Other qualifications like CFP will be anadvantage.
Minimum 4-5yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clientsfrom BFSI sector with good business / market knowledge. Having experience ofhandling HNI Client Acquisitions and Relationship Management & service.
Desired Skill Set:
Abilityto handle team.
Abilityto inspire trust and confidence in clients.
Abilityto engage clients in meaningful conversations about their finances and takeactive interest in their financial well being.
Athorough understanding of financial markets, their behavior, movements andexpectations with respect to market.
Abilityto process several inputs provided by research team and other sources and applythem to the specific context of several clients thus generating insights forclients
Goodoral and written communication skills with clarity of thought, speech andexpression
Positiveattitude, socially effective, high level of perseverance and patience
Assertive& hard working
Stronganalytical skills and ability to work in teams.
Looking for Pgdm,mba,any Graduate graduates profile.