WEALTH RELATIONSHIP MANAGER

Job Specifications

Role Designation: Sr RM/RM Investment Products

Department: Investment Products

Function: Sales/Wealth Management

Company: MOFSL

Reporting to: Cluster Manager

Location: Ahmedabad, Surat

Job Purpose

The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.

Key Deliverables

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products

2. Wealth Managers from Banks: Should be managing a book of 25 to 50 crores, preferably focused on investments only.

3. Wealth Managers, A minimum of 2 years of stability with the same organization and an AUM of 50 crores is required.

4. Meet the required AUM, investor acquisition and AUM targets for given area.

5. Ensure the timely delivery of customized wealth advise to HNI customers

6. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives

7. Joint calls with branch team

Role Requirements

o Educational Qualifications: Post Graduation MBA in Finance

o Experience: 3+ Years in sales/wealth management of handling the HNI clients.

o Team handling experience: Not mandatory

o Preferred industry back ground: Wealth Management, Banking, Investment Counselling

o Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products