Senior Wealth Manager - HNI Acquisition (2-15 Yrs) Chennai/Bangalore (BFSI Sales)

Senior Wealth Manager - HNI Acquisition Position Overview:- As a Senior Wealth Manager , you will be pivotal in expanding HNI s client base and contributing to the company s ambitious growth trajectory.
-This position represents a unique opportunity to leverage research-driven investment philosophy and a strong track record to create lasting wealth for discerning investors.- The role exists to bridge sophisticated investment solutions with high-net-worth individuals wealth-creation objectives.
-Your success will directly impact the company s market presence and its mission to become the trusted wealth-creation partner for India s affluent investors.Key Responsibilities:- Develop and execute strategies to acquire HNI/UHNI clients with a minimum investment capacity of - 50 lakhs- Conduct detailed financial needs analysis and risk profiling to create tailored investment proposals- Present and explain equity-based investment products and portfolio management services to prospective clients- Build and maintain long-term relationships with clients through regular portfolio reviews and investment updates- Achieve monthly business targets while maintaining the highest standards of compliance and client service- Collaborate with the research team to understand investment strategies and effectively communicate them to clients- Provide regular market insights and portfolio performance updates to clientsCritical Success Factors:- Achieve and maintain a minimum AUM of - 20 crores within the first year- Establish a high-quality HNI client portfolio with an average ticket size of - 50 lakhs or higher- Maintain client retention rate above industry standards- Generate qualified referrals from existing client relationships- Achieve monthly acquisition targets while maintaining portfolio quality standardsEducation and Experience:-Graduate/Post-graduate degree in Finance, Economics, or related field- 2-15 years of proven sales experience in financial products (Equity/Mutual Funds/PMS/AIF)- Demonstrated track record of managing AUM of - 20 crores or higher- Strong network within the HNI/UHNI segmentEssential Skills and Competencies:Technical Skills:- In-depth understanding of equity markets and investment products- Proficiency in financial planning and portfolio analysis- Strong knowledge of market regulations and compliance requirements- Excellent presentation and financial modelling skillsLeadership Qualities:- Exceptional relationship-building abilities- Strong business acumen and entrepreneurial mindset- Self-starter with high levels of initiative and drive- Excellence in client communication and presentation- Ability to work under pressure and meet challenging targets- High ethical standards and integrity- Strong analytical and problem-solving skills (ref:updazz.com)

Payroll Type : Permanent