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Current Opening

Sr Manager - Private Wealth

Roles & Responsibilities

  • Portfolio Management of High NetWorth Clients. 
  • Solving queries and providing best solutions. 
  • Meeting clients and working with a team to deliver the best experience to clients.

Job Responsibilities / Key Deliverables: 

  • Customer Acquisition Minimum of 50Lacs and above investable surplus
  • Manage Private Wealth, Portfolio Advisory and AIF fund related queries
  • Ensure delivery of various MIS reports as per requirements
  • To develop short term and long term sales strategies for the Private Wealth business in line with the
  • overall strategic goals of the organization
  • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery 
  • Ensure discipline of asset allocation
  • Achieve a balance of revenue streams through the sale of Advisory, Portfolio Management Service AIF which will build a steady annuity flow 
  • To drive strong client servicing and client engagement parameters, enhance market credibility and
  • deliver superior value proposition
  • Continuous learning, to be better equipped than our competitors
  • To closely observe, evaluate and monitor the client positions, and portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
  • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
  • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
  • Revenue Generation
  • Build AUA
  • Customers Success is Our Success.


Functional Competencies:

  • Macro Market & Economy Understanding
  • Expert Level Understanding of Financial Products / Asset Classes
  • Financial Planning / Portfolio Management
  • Selling Skills / Customer Acquisition
  • Valid Mandatory Certificates as per regulatory requirement/s
  • Behavioural Competencies:
  • Customer centricity
  • Result Orientation
  • Collaborative Skills
  • Innovative Approach
  • Excellent communication & Presentation skills (both written, verbal & visual)

Drop your resume on [email protected]