Wealth Manager - Mutual Funds and Equities

TestnHire · India

***Salary - 8 LPA to 11 LPA***

***Location - Delhi***

**Experience - 3 to 10 Years***

Key Responsibilities:

• Acquire, manage, and deepen relationships with clients
• Provide customised financial planning and wealth management solutions
• Advise clients on investment products such as mutual funds, equities, PMS, AIFs, insurance, and structured products
• Monitor market trends and provide timely investment insights and recommendations
• Achieve revenue targets through cross-selling and upselling financial products
• Conduct regular portfolio reviews and rebalance investments as per client objectives
• Ensure compliance with regulatory requirements and internal policies
• Coordinate with internal teams (research, operations, product) for seamless client servicing
• Maintain high levels of client satisfaction and retention

Key Skills and Competencies:

• Strong understanding of financial markets and investment products
• Relationship management and client handling skills
• Sales and target orientation
• Analytical and problem-solving ability
• Excellent communication and presentation skills
• High ethical standards and professionalism

Key Performance Indicators (KPIs):

• AUM (Assets Under Management) growth
• Revenue generation
• Client acquisition and retention
• Cross-sell ratio
• Client satisfaction scores