Female – Wealth Manager (Female)-5-8 Yrs- Broking Domain Full Time

Department: Sales ; Location: Kolkata

Years of Experience: 5-8 years of which min 3 years in Private Bank / Wealth Management Industry, preferably a female.

Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, Advanced degree preferred

Individual Contributor/ Team Manager: Individual contributor or Team Manager

Job Description / Key Responsibilities:

❖ Client Acquisition – Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI clients in high potential markets of eastern India.

❖ Primarily responsible to shape investment strategies, business growth and ensure exceptional service delivery to privileged clients in high potential markets of eastern India.

❖ Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory, and Research Based AUM products (PMS, AIF, MF, Debt, Unlisted, Third Party Products).

❖ Contact prospective clients to present information and explain our products and anticipated returns.

❖ Provide a genuine advisory approach with highest level of customer service.

❖ Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions.

❖ Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships.

❖ Plan periodical meetings and touch-points with clients.

❖ Engage in periodical competitor mapping and suggest product and business team to track market developments.

❖ Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions.

❖ Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team.

❖ Stay up-to-date with market trends, economic indicators and relevant financial news.

❖ Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances.

Key Result Area (KRA):

Margin Acquisition

Client Relationship

Market Research

Compliance

Key Performance Indicators(KPI):

Margin Acquisition – AUM in Crores

Client Satisfaction

Client Retention

Competitor Mapping on best practices

Adherence to Regulatory Compliance

Risk Mitigation

Organization-based Competencies:

Data Driven

Sense of Ownership

Team Player

Quality of Output

Financial Acumen

Technical Competencies:

Financial Analysis / Quantitative Skills

Strong understanding of Asset Management and Investment Strategies

Asset Allocation

Compliance & Risk Management

Behaviour-based Competencies:

Communication Skills

Presentation Skills

Leadership Skills

Interpersonal Skills

Strategic mindset

Target-oriented

• Experience

  5 – 8 Years

• No. of Openings

  1

• Education

  Post Graduate (M.B.A/PGDM)

• Role

  Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  Female

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office