Senior Manager/Senior Vice President/Vice President -Wealth Management

Key Responsibilities:

Client Advisory and Investment Solutions:

• Analyze client information, working closely with the Research and Advisory team to provide superior investment solutions.
• Align service delivery to enhance client experience and help clients achieve short-term and long-term investment goals.
• Conduct risk profiling of clients and recommend investment products as per their risk appetite and portfolio strategy.

Business Development and Relationship Management:

• Track HNI/Ultra HNI segments for new client acquisition opportunities.
• Develop and execute inbound and outbound sales plans to increase customer base.
• Deepen client relationships to grow portfolio value, improve client stickiness, and achieve product-wise targets.
• Cross-sell investment products based on client demographics, lifestyle, and risk profiling.

Market Research and Analysis:

• Stay updated on financial market trends and investment opportunities.
• Use data tools to analyze wealth products and benchmark peers' performance.
• Monitor and evaluate investment options to determine suitability for client portfolios.

Reporting and Compliance:

• Maintain daily/weekly sales reports, forecasts, and other performance records.
• Ensure adherence to regulatory and organizational compliance requirements.
• Support the organization's commitment to Diversity, Equity, and Inclusion by fostering an inclusive client engagement approach.

Preferred Qualifications and Experience:

• 5–15 years of relevant experience in Investment Advisory or Wealth Management.
• MBA, CA, or equivalent from a premium institute.
• Relevant certifications in wealth management or financial advisory preferred.
• Strong industry and product knowledge with a good understanding of applicable compliance rules and regulations.

Desired Knowledge & Skills:

• Strategic thinking and execution, with the ability to prioritize and solve complex problems.
• Strong financial acumen and ability to analyze market data.
• Excellent organizational, time management, and delegation skills.
• Proven ability to build and maintain long-term client relationships, with focus on revenue growth.
• Decision-making skills, ownership mindset, and ability to work under pressure.
• Team player with strong interpersonal and collaboration skills.
• Aptitude for delivering high-quality customer service in a fast-paced, evolving environment.