Uponly.in is among Indias leading wealth management company led by a Mumbai based team of techno-financial experts working on a mission to bring transparency, simplicity, and convenience in the way people invest their money

Job Description:  Wealth Manager Role	 	 	 	 	 	 UPONLY FinServ is the financial services arm of the UPONLY Group started in the year 2022. We have more than 1000 satisfied customers through diversified products and Customized financial needs to meet every client's expectation. Life is a journey, and we aim to provide security and prosperity in the financial aspect of this journey for our customers.	 	 	 	 	 	 Qualification	 	 Graduate in any stream/MBA	 	 Location	 	 Bhopal	 	 Role	 	 WM- BM	 	 CTC Range	 	 INR 2 – 8 lacs per annum	 	 Incentives & Bonus	 	 Applicable based on performance	 	 Preference	 	 BFSI, Wealth Management, Sales Background	 	 	 	 	 	 Skills Required: We're looking for candidates:	 	 	With a strong understanding of financial products.	 	 	Committed to providing personalized solutions to clients.	 	 	Great at listening and problem-solving.	 	 	High level of integrity and passionate towards customer service.	 	 	 	 Responsibilities:	 	 Identify and pursue sales opportunities on leads provided by the in-house team and generate additional leads through self, referrals, and cold calling.	 	 Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and current asset allocation.	 	 Nurture client relationships and address clients' questions regarding financial plans and strategies.	 	 Analyze clients' requirements and recommend the most suitable combination of financial solutions offered by UPONLY to meet their short-term and long-term financial needs holistically and securely.	 	 Establish and maintain strong client relationships, providing ongoing support, regularly reviewing investments for potential reassessment, and keeping clients informed about updates.	 	  	 	 Visit us at www.uponly.in	 	 E-mail your CV to career@uponly.in	 	 	 	 Connect with Sonali Modak | 9326433102

About Uponly Finserv: A wealth management organization that seeks to make a difference in 	 people's lives. We take care of an individual's whole wealth and financial demands. Uponly is 	 	 led by a team of techno-financial specialists based in Mumbai. We believe in developing the 	 	 user friendly solutions for the most intricate yet critical aspect in improving people's lives, 	 	  	 	 which is money. 	 	 Position: Wealth Manager 	 	  Experience: Above 1 Years  	 	 Job Type: Full Time  	 	 Salary: 2 to upto 4 LPA 	 	 Responsibilities: 	 	 1.  Sales and business development :- 	 	 Identify and purse sales opportunities within a designated market or tertiary.  	 Generate leads, conduct cold calls and arrange meetings with potential client & services. 	  	 	 2.  Client relation management:- 	 	 Build and maintained strong relations with clients by understanding there investment needs. 	 Providing personalized solutions & offering ongoing support.  	  	 	 3.  Sales target:- 	 	 Set and achieve sales target and key performance indicators (KPI) to meet individuals & team 	 goals. 	  	 Qualifications:- 	 Sales experience in insurance sector especially in life insurance sales.  	 Demonstrated success in meeting, acceding sales target is highly desirable. 	  	  	 	 Visit us at www.uponly.in 	 	  Forward your resume to sonali.modak@uponly.in 	 	  Connect with HR Team Sonali Modak 	 	 Contact No: 9326433102  	 	 https://www.linkedin.com/in/sonali-modak-13a3911b1/ 	 	  	 	  	 	 

The Portfolio Manager is responsible for overseeing and managing investment portfolios on behalf of clients or a financial institution. They analyze market trends, evaluate investment opportunities, and make informed decisions to maximize returns and minimize risk. The Portfolio Manager works closely with clients to understand their financial goals and risk tolerance, and develops personalized investment strategies to achieve those goals. They monitor portfolio performance, adjust investment allocations as necessary, and provide regular reports and updates to clients. The Portfolio Manager stays updated on market developments, economic indicators, and industry trends to make informed investment decisions. They collaborate with a team of analysts, traders, and other professionals to execute investment strategies effectively. The Portfolio Manager also ensures compliance with regulatory guidelines and manages client expectations and relationships. Strong analytical skills, financial acumen, and a deep understanding of investment markets are essential for success in this role.Key Responsibilities:<ol><li>Analyze market trends, economic indicators, and industry developments to identify investment opportunities.</li><li>Develop investment strategies tailored to clients' financial goals and risk tolerance.</li><li>Monitor portfolio performance, evaluate asset allocation, and adjust investments as needed.</li><li>Conduct thorough research and due diligence on potential investments, including stocks, bonds, mutual funds, and alternative assets.</li><li>Collaborate with analysts, traders, and other professionals to execute investment strategies effectively.</li><li>Provide regular reports and updates to clients on portfolio performance, market trends, and investment recommendations.</li><li>Stay updated on regulatory guidelines and ensure compliance with applicable laws and regulations.</li><li>Manage client relationships, understand their investment objectives, and address their inquiries and concerns.</li><li>Conduct presentations and meetings with clients to discuss investment strategies and performance.</li><li>Continuously assess and manage investment risks, and implement risk mitigation strategies as appropriate.</li></ol>

We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.<ul><li>Advising clients on financial products and services.</li><li>Buying and selling stock on behalf of the client.</li><li>Managing investments.</li><li>Conducting planning services.</li><li>Providing tax planning services.</li><li>Providing estate planning services.</li><li>Degree in finance, economics, management, or related field.</li><li>Previous experience in financial services.</li><li>Must be analytical.</li><li>Able to understand complex information.</li><li>Strong mathematical skills.</li><li>Confidence.</li><li>Good presentation skills.</li></ul>

UPONLY Finserv