Website Resurgo Consultants Pvt Ltd
About the Role:
We are looking for an experienced and client-focused Wealth Manager to manage and grow relationships with High Net-Worth Individuals (HNIs), Ultra-HNIs, and affluent clients. The candidate will be responsible for understanding clients financial goals, providing suitable investment solutions, managing portfolios, and driving business growth while ensuring a high level of client service.
Key Responsibilities:
– Manage and develop relationships with HNI/UHNI and affluent clients.
– Understand clients financial objectives, risk appetite, investment horizon, and liquidity requirements.
– Provide customized wealth management and investment solutions aligned with client requirements.
– Advise clients across products such as Mutual Funds, PMS, AIF, Bonds, Fixed Income, Insurance, Structured Products, Equities, and other investment products.
– Monitor client portfolios and provide periodic reviews and recommendations.
– Acquire new clients through references, networking, existing relationships, and business development activities.
– Increase AUM, revenue, client wallet share, and cross-sell opportunities.
– Build long-term relationships and ensure high levels of client retention and satisfaction.
– Coordinate with internal teams such as investment advisory, product, operations, compliance, and research.
– Ensure all client transactions and recommendations comply with applicable regulatory and compliance requirements.
– Maintain accurate client records, KYC documentation, and portfolio information.
– Track market developments and communicate relevant investment opportunities and market updates to clients.
– Conduct regular client meetings and investment reviews.
To apply for this job please visit www.iimjobs.com.
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