Website Serving Skill
Description:
Key Responsibilities:
Team Leadership & Target Ownership:
– Lead a team of 4-6 Advisors/Relationship Managers.
– Take full ownership of individual and team revenue and trading targets.
– Mentor and guide team members for client acquisition, retention, and cross-selling.
Client Relationship Management:
– Manage & grow a portfolio of HNI and UHNI clients with book size 20 Cr+.
– Maintain strong client relationships, ensuring exceptional service and trust.
– Conduct periodic client reviews and strategy sessions to align with their financial goals.
Trading & Advisory Expertise:
– Execute equity, derivatives, and options trades on behalf of clients.
– Provide end-to-end investment advisory, including PMS, AIF, Mutual Funds, Insurance, Bonds, SIPs, and Unlisted Shares.
– Stay updated on market trends, macroeconomic developments, and product innovations to advise clients effectively.
Business Development & Acquisition:
– Source new clients via networking, referrals, and market intelligence.
– Cross-sell wealth products and alternative investment options to maximize revenue.
– Develop strategies for client acquisition and market penetration.
Compliance & Reporting:
– Ensure adherence to SEBI, RBI, and internal compliance regulations.
– Maintain accurate client records, trading logs, and performance reports.
– Present periodic reports to management on business progress, revenue, and risk metrics.
Candidate Requirements:
– Graduate / Postgraduate in Finance, Commerce, Economics, or equivalent.
– 7+ years of experience in Wealth Management, HNI/UHNI Client Handling, or PCG Advisory.
– Strong track record in trading, derivatives, options, and cash markets.
– Exposure to PMS, Mutual Funds, AIF, Insurance, and other wealth products.
– Must have an existing client book; current CTC above 20 LPA preferred.
– Leadership experience with proven ability to manage and motivate a team.
– NISM certifications (Series I, II, VIII) preferred.
– Proficient in Trading Applications, CRM tools, and MS Office.
Key Competencies:
– Strategic thinking & business acumen
– Excellent client relationship and negotiation skills
– Ability to work under pressure & meet targets
– Analytical mindset with strong market insights
– Team leadership and mentoring abilities
To apply for this job please visit www.iimjobs.com.
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