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Private Wealth Manager


Research and Ranking


Location

Mumbai | India


Job description

Company Description

Research and Ranking is an independent Research & Equity Advisory firm based in Mumbai, India and a part of Equentis Wealth Advisory Services Ltd. Our team of professionals has significant experience in financial markets and equity research, which allows us to understand businesses in depth. We are dedicated to uncovering equity investment opportunities that can create significant wealth for our clients in the next 5 years.

Role Description

  1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.
  2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients.
  3. To conduct and assist in organizing seminars, workshops and other business development activities.
  4. Prior experience of working in wealth management firms, Private banking, PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI client management .
  5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Advisory and Relationship Management

  1. Maintaining client relationships and generating Asset Under Management (AUM) from preferred clients.
  2. Advising Affluent clients in conjunction with the Research team , Financial planning department , operations team etc on their existing investments and managing their overall financial portfolio and deepening the wallet from existing clients.
  3. To coordinate with the product and research team for taking investment decisions for the clients.

Candidate - Mandate

  1. Good ability to analyse client data, identify trends, create lasting impressions through impactful presentations are necessities for the job.
  2. Candidates having experience in managing HNI clients & good Personal and Virtual meeting skills may only apply.
  3. Impeccable sales skills to handle HNI clients.
  4. Good Sales negotiator and able to close high ticket sales.
  5. Good knowledge of Equity Markets and other Investment assets.
  6. Mandatory certification required: NISM XA & XB.

Qualifications


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