Relationship Manager – Wealth
Gurugram – 24/10/2024
Job Title
Relationship Manager – Wealth
Job Location – Gurugram
About JM Financial
JM Financial is an integrated and diversified financial services group. The Group’s primary businesses include (i) Integrated Investment Bank (IB) caters to Institutional, Corporate, Government and Ultra High Networth clients and includes investment banking, institutional equities and research, private equity funds, fixed income, private wealth management, PMS, syndication and finance; (ii) Mortgage Lending includes both wholesale mortgage lending (primarily catering to real estate developers) and retail mortgage lending (affordable home loans and secured MSME); (iii) Alternative and Distressed Credit includes the asset reconstruction business and alternative credit funds; and (iv) Asset management, Wealth management and Securities business (Platform AWS) provides an integrated investment platform to individual clients and includes elite and retail wealth management business, broking and mutual fund business.
Job Description
Basic Role Information – Wealth Manager
Function/ Department / Vertical: Elite Wealth Group
Position : Individual Role (RM)
Years of Experience – 5-10 years
Educational Qualifications : Bcom/MBA/CA/CWM/NISM V-A
Location : Gurugram
Products : Cross Sales, Third Party Products, HNI Acquisition, Mutual Funds, Portfolio Management, Investment Products, Financial Advisory, PMS, Equity Sales, Tax Planning, Profiling, Fixed Income, Structured Products
Core Responsibilities: Responsible for Wealth Management of HNI Clients. Acquire, manage and advise HNI Individuals, Corporates in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc.
Generate leads and develop prospects, network to identify referrals to new clients.
Making sound marketing strategies for client acquisition and retention.
Ensuring client satisfaction by building good relationship with clients.
Financial planning of clients as per their requirement.
Active participation in business planning with your team members.
Keeping record of clientele.
Excellent Communication skills (Verbal as well as Written), Proactive.
Must be Post Graduate (MBA), CWM certification is an added advantage.
Good Client base.
Function/ Department / Vertical: Elite Wealth Group
Position : Individual Role (RM)
Years of Experience – 5-10 years
Educational Qualifications : Bcom/MBA/CA/CWM/NISM V-A
Location : Gurugram
Products : Cross Sales, Third Party Products, HNI Acquisition, Mutual Funds, Portfolio Management, Investment Products, Financial Advisory, PMS, Equity Sales, Tax Planning, Profiling, Fixed Income, Structured Products
Core Responsibilities: Responsible for Wealth Management of HNI Clients. Acquire, manage and advise HNI Individuals, Corporates in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc.
Generate leads and develop prospects, network to identify referrals to new clients.
Making sound marketing strategies for client acquisition and retention.
Ensuring client satisfaction by building good relationship with clients.
Financial planning of clients as per their requirement.
Active participation in business planning with your team members.
Keeping record of clientele.
Excellent Communication skills (Verbal as well as Written), Proactive.
Must be Post Graduate (MBA), CWM certification is an added advantage.
Good Client base.
Salary
12LPA-15LPA
