Wealth Manager - Sales - Bank (2-4 Yrs) Delhi (BFSI Sales)

About the Role :-We are looking for an experienced Wealth Manager to manage and grow relationships with HNI and Ultra-HNI clients. The role involves client acquisition, portfolio management, and investment advisory while ensuring high levels of client satisfaction. The ideal candidate should have a strong understanding of financial products, excellent relationship-building skills, and a proven track record in wealth management & client servicing.Key Responsibilities :-Client Relationship Management- Manage and grow relationships with existing HNI & Ultra-HNI clients.- Act as the primary point of contact for client investment portfolios.- Conduct periodic performance reviews and provide portfolio insights.New Client Acquisition- Identify, prospect, and acquire new HNI/Ultra-HNI clients through networking, referrals, and industry connections.- Conduct initial portfolio screening and assess financial goals of prospective clients.- Build trust and deliver tailored wealth management solutions.Portfolio Management & Advisory- Provide advisory on mutual funds, equities, insurance, structured products, and alternative investments.- Monitor and analyze investment performance, risk factors, and market trends.- Ensure client portfolios are aligned with financial objectives and risk appetite.Sales & Business Development- Drive revenue growth by cross-selling and up-selling financial products.- Develop strategies to meet monthly and quarterly sales targets.- Present proposals, strategies, and performance reports to clients.Reporting & MIS- Maintain accurate records of client interactions and investments.- Prepare and update MIS reports for management review.- Provide timely updates on client activity, portfolio performance, and achievements.Required Skills & Competencies :-- Proven experience in wealth management, private banking, or financial advisory.- Strong understanding of financial markets, investment products, and portfolio management.- Excellent communication, networking, and client relationship skills.- Ability to handle HNI & Ultra-HNI clients with discretion and professionalism.- Strong sales orientation with ability to achieve revenue targets.Qualifications :- Graduate/Postgraduate degree in Finance, Business, Economics, or related field.- Certifications such as CFP, CFA, NISM, IRDA will be an added advantage.- Minimum 2 years of experience in Wealth Management/Financial Advisory. (ref:updazz.com)

Payroll Type : Permanent