Wealth Manager / Affluent Sales
Bhubaneswar, Odisha, India · Full Time
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- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 17 часов назад
- Work mode
- In office
- Education
- Any graduate
- Eligibility
- Applicants holding any graduate degree are eligible to apply.
- Resume
- Required to apply
Where you'll work
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Job description
Job Overview
This role involves sourcing Ultra High Net Worth Individuals (UHNI) and overseeing their investment portfolios diversified across various asset classes such as debt, equities, and structured instruments. The candidate must have a comprehensive understanding of investment products including bonds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), mutual funds, insurance solutions, and other alternative investment avenues.
Key Responsibilities
Drive business growth by acquiring and managing HNI and UHNI clients. Handle assets under management (AUM) exceeding 100 crore and effectively manage individual investment portfolios with ticket sizes around 1 crore. Cultivate client relationships through cross-selling and provide sound financial advisory to maximize portfolio performance.
Candidate Profile
The ideal applicant will have proven expertise in business development, client acquisition within HNI and UHNI segments, and ability to manage sizable investment portfolios. Strong knowledge of portfolio management, wealth management strategies, and investment advisory is essential.
Eligibility
The position welcomes applications from any graduate qualified individuals.
Minimum education
Bachelor's Degree