Relationship Manager/Team Lead - Private Wealth

As a Relationship Manager (Wealth) at the Private Wealth Outfit, your role involves providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients. You will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities. Your responsibilities include determining the need for plan reassessment based on life changes, economic changes, environmental concerns, or financial performance. Additionally, you will be involved in buying & selling stock research to the client, managing investments, building client relationships, and actively engaging in client acquisition. Addressing client needs through product solutions, assuring service quality, and ensuring client satisfaction are also crucial aspects of your role. It is important to comply with all company policies and procedures and maintain current knowledge of wealth product solutions. You will be responsible for the sales, advisory, and management of wealth management client portfolio. We are seeking a self-driven professional with prior experience working with HNI/ Entrepreneurs and large promoter families of the country. It is essential for you to have ample experience in the wealth management space or strong connections and relationships with the relevant client pool. You will be part of a highly motivated and productive team that has been a trendsetter in the Wealth management space. Candidates are required to develop their own books and generate AUM. Additional details of the company were not provided in the job description. As a Relationship Manager (Wealth) at the Private Wealth Outfit, your role involves providing financial advice and implementing financial planning recommendations for high net worth/ ultra / VVIP clients. You will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities. Your responsibilities include determining the need for plan reassessment based on life changes, economic changes, environmental concerns, or financial performance. Additionally, you will be involved in buying & selling stock research to the client, managing investments, building client relationships, and actively engaging in client acquisition. Addressing client needs through product solutions, assuring service quality, and ensuring client satisfaction are also crucial aspects of your role. It is important to comply with all company policies and procedures and maintain current knowledge of wealth product solutions. You will be responsible for the sales, advisory, and management of wealth management client portfolio. We are seeking a self-driven professional with prior experience working with HNI/ Entrepreneurs and large promoter families of the country. It is essential for you to have ample experience in the wealth management space or strong connections and relationships with the relevant client pool. You will be part of a highly motivated and productive team that has been a trendsetter in the Wealth management space. Candidates are required to develop their own books and generate AUM. Additional details of the company were not provided in the job description.