Shriram Wealth / RM - Wealth -Team Leader/ Delhi

Job Description:

Job Role -

• Providing financial solutions for high net worth clients.
• Monitor financial market trends to ensure that client plans are responsive.
• Must ensure the growth of AUM / Book Size
• Responsible for achieving targets based on acquisition and revenue generation through investment products.
• Provide appropriate investment solutions to the clients based on their needs and risk profile in conjunction with the house views on various products and asset classes.
• Sharing model portfolios with clients
• Responsible for targeting towards the AUM growth & revenue generation from the relationships with Shriram Wealth Management.
• Responsible for complying with regulatory compliance as set out by relevant regulatory authorities

Job Requirements

• Strong client UHNI network and relationships

• Exceptional communication skills

• Ability to think Big

• High on integrity

• Passionate, Ambitious & perseverant, Entrepreneurial mindset

• Relationship management skills, Collaborative approach and a team player

Exp – 5+ years of experience into Private wealth management.

Education – Graduate with MBA from Premier B schools