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Alankit Group

Senior Wealth Manager

Date Posted : 2nd Dec 2022
6 applicant(s)
Mid-Level (4 to 6 years)
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Job Description
Retain customer profitability
Portfolio Performance Analysis
Business Analytics
Financial Analyst
Wealth Management

Job description

  • Ensure profitability of the portfolio: Generate high Income per Customer
  • To Enhance Retain customer profitability by capturing larger share of Wallet
  • Acquisition and Handling a group of HNI (High Net Worth Exclusive) Clients
  • Profiling Customers and provide financial products to meet customer needs
  • Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.
  • Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management
  • Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
  • Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
  • Acquire new customers who meet product criteria through cross-refer
  • MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM , IRDA certified

Role:Wealth Manager

Salary: 5,50,000 - 14,00,000 P.A.


Functional Area:BFSI, Investments & Trading

Role Category:Trading, Asset & Wealth Management

Employment Type:Full Time, Permanent

Key Skills

wealth managementHNI Acquisition

Relationship ManagementnismInvestment Advisoryportfolio management

Skills highlighted with ‘‘ are preferred keyskills


PG:MBA/PGDM in Any Specialization