TL - Wealth Management (8-15 yrs)

Job Code: 52264 Location: Jaipur/Hyd/Blr Job Description Job Title: Team Leaders – Wealth Management Industry: Wealth Management/Broking Companies/Banks. Location: Jaipur/Hyderabad/Bangalore Salary : 20 - 25 lacs for Jaipur and 25+ Lacs for Hyd & Blr Qualification & Experience: MBA, CA, Cost Accountant with 8-15 years experience. Reports to: Zonal Head Reportees : 3/4 Financial Advisors / Sr. Financial Advisors Job Summary: - Grow the Assets under Advice - Achieve Revenue Targets for Self & Team - Client acquisition/Management - Team Management/Focused Approach /Team Motivation Key Responsibilities: 1.To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile 2.Proposing Asset allocation/Portfolio maintenance/Review of portfolio 3.To meet the revenue and product mix targets for self and assigned team 4.To have/develop specialized knowledge on the following for self and team: - Private Client Product Suite , - Indian Stock Market/Indian Mutual Funds, - Diversified nature of Indian Real Estate market, - Fixed income and alternate assets classes like Hedge funds/ Private Equity/Structured products/Venture Capital Funds 5.To continuously track market trends and customer requirements and give feedback to the product team in designing new products based. 6.Good Quality, timely & Proactive services to top notch clients Skills Required: 1.Good Communication and presentation skills . 2.Good Knowledge of Wealth Management products & services/offerings 3.Good experience of handling High Network Clients for their wealth management needs 4.Networking skills, strike relationships and build on contacts 5.Team management/Coaching skills 6.Customer Centric/service and process orientation Reply with your current salary and CV to sp@pinnaclehrm.net Saurab Pathak