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Sr. Wealth Management RM Designation: Partner | SVP | VP – Wealth Management Grade: SVP | VP Reporting To: CEO About the Organization: – It is a financial services conglomerate with focus on both fund based and non-fund based services. – Incepted in 2013 with a vision of creating a remarkable financial institution foraying into Investment Banking, Capital Markets, Merchant Banking, Wealth Management, Fixed Income, Asset Management, Pension Fund Management, Restructuring of Assets & Liabilities, Private Equity and Fund Advisory is foraying into both the Private Wealth Management space. Job Profile: – Business development and client acquisition. – Deliver a range of bespoke services to high profile and successful HNI’s / UHNI’s / Family offices through meaningful Product differentiation and Advisory services. Job Description: – Use financial acumen and investment expertise to review a client’s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. – Track the HNI / UHNI segment in the market for new client acquisition. – To research, investigate and update themselves on available investment. opportunities/financial market trends to determine whether they fit into clients’ portfolios. – Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness – Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling – Formulate outbound and inbound sales plans to acquire new HNI/UHNI/Family office Clients for increasing the customer base of the portfolio – Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile – To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to- date records of sales & performance. Skills and Competencies: – Ability to use & analyze data tools related to wealth products – Benchmarking Peers/ Execution on Key Initiatives/Management – Discussion/ MIS Review – Maintaining external network i. maintaining contact with the customers – Attitude to service clients by providing them with smooth and superior service delivery – Experience in building and maintaining long-term relationships, deepening relationships and growing revenues for the organization – Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills – Decision-making skills with a strong sense of ownership and ability to work under pressure – Ensure compliance with key regulatory and organization level requirements Our commitment to Diversity, Equity, and Inclusion. Preferred Educational Qualifications and Work Experience: – 8-15 years of Relevant experience in Investment Advisory / Wealth management – MBA / CA or equivalent from a premium institute – Relevant certifications (RIA level 1 & level 2 from SEBI, if successfully passed)