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Wealth Manager - Nagpur, India - Iqmetrix Software Development India Private Limite
Description
Job description- Wealth Manager (IPRM - Investment products relationship Manage clients with a minimum Investment amount of Rs 50 Lakhs and above.
Strong analytical skills and ability to work in teams.
ROLES & RESPONSIBILITIES:
The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent) He/She would be responsible to drive the TPP sales through branch sales team and advisors. Maintaining client relationships and generating AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients portfolios.
To coordinate with the product and research team (Centralize CFP Team) for taking investment decisions for the clients.
To conduct and assist in organizing seminars, workshops and other business development
An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management.
Other qualifications like CFP will be an advantage.
Ability to inspire trust and confidence in clients.
Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
A thorough understanding of financial markets, their behavior, movements and expectations with respect to the market.
Ability to process several inputs provided by research team and other sources and apply
them to the specific context of several clients thus generating insights for clients
Good oral and written communication skills with clarity of thought, speech and expression
Good interpersonal skills
Good Analytical Skills Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working
Result oriented
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