Wealth Manager Bonanza Portfolio

About Bonanza Portfolio

Job Description

You will be responsible for acquiring preferred clients (HNI/Ultra HNI) and maintaining client relationships to generate AUM (Assets Under Management) from them. Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio will be a key part of your role, along with deepening the wallet from existing clients. You will need to coordinate with the product and research team to make investment decisions for the clients. Organizing seminars, workshops, and other business development activities will also be part of your responsibilities. Achieving budgeted targets in terms of the number of clients, volume of business, and assets is crucial. Continuous research, investigation, and updating yourself on available investment options are required. Periodically contacting clients to assess their satisfaction with the service and returns generated is essential. Reviewing clients" investment needs to determine if portfolio reassessment is necessary based on market changes, life changes, economic changes, or financial performance is a key aspect of the role. Key products to be handled include Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, Commodities, and Currency. Preferred Qualification: CFP / CFA / MBA in Finance / Marketing Preferred Experience: 5+ years experience in financial services/ Broking Company and the Insurance sector Key Skills: You should be an individual performer with the ability to handle a reasonable book size. A pleasant personality and good communication skills are necessary. Functional Area: Marketing Job Location: Mumbai, Indore, Surat, Delhi, Bangalore,