| JOB DESCRIPTION | |
| Position title: | Wealth Manager |
| Location: | Indore / Bhopal |
| Department: | Wealth Management |
| Grade: | E2 – E4 |
| Organizational relationships Reports to: Supervises: Coordinates with: | VP – Wealth Management |
| Purpose of the Job | Wealth Management Of HNI clients |
| Key responsibilities | To do Financial Planning of the customer To support Sales team for getting HNI customers To Visit / advise the customer on day to day basis for all his needs To Get customers investments done/ reshuffling his portfolio. Track Customers portfolio continuously Convey research reports to the customers Give Buy/ Sell calls to his customer Co-ordinate with central team for any services, inputs, etc. Identify new segments as per customers requirement Build relations with HNI / ultra HNI customers Will have revenue/ AUM target One point contact for all HNI needs. |
| Behavioral Competencies |
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| Role Specific Competencies: |
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| Formal Qualifications / Prior Work Ex |
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1. Excellent knowledge in Equity Market, Debt Market, Taxation
2. Excellent knowlege on Economy- both national and international
3. Is updated with the current happenings in the market and Govt policies( Economic/ Financial) , RBI policies etc
4. Comes form a good backgound- social, family, educational
5. Excellent personality, finesse, and communication skills
6.Handles at least 50-60 customers, manages wealth of Rs 25 lacs and above per client.
7.Believes in generating his own lead and direct selling- No team handling experience required.
8.If he/ she is a Graduate- experience of 7 years, If he/she is a Post Graduate( MBA/MFC/MSc Economics/ MS-Finance/CFA etc) - experience of 3-5 years.
The role would be of that of a relationship manager and would be responsible to build client base form the scratch.
