Wealth Manager5 min read

Job Title

Wealth Manager

Company Profile

• I Cap Financial Services Is a leading wealth Management Firm located in Bangalore. I Cap Financial services provide an amazing platform for Investments in Equity and other Stock Market related Instruments. We are also among the most awarded franchise of INDIA INFOLINE LTD (IIFL).

Job Profile & Responsibilities

• Will be responsible for primarily selling Equity based investment products/ PMS (Portfolio Management) to HNIs.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as and when required.
• Must have the contact of strong HNI client base minimum 50-100.
• Must be managing Asset under Management (AUM) of 5-50cr.
• To ensure doubling of the Current AUM and out performance on a sustained basis.
• To successfully launch and implement New Schemes.
• Strong communication and branding of the PMS.
• Must able to handle and manage Fund Accounting.
• Should focus and devise strategies having customer service orientation.
• Communication skills and sales skills should be strong.

Preferred Qualifications

• Must be a graduate/ Post graduate from Finance /Marketing domain with minimum 6-months experience in a stock broking firm only are qualified.

Desired Candidate Profile

• Understanding of PMS and Mutual Fund/AIF – Operations, MS Office, Wealth Spectrum system mandatory.
• Need Candidates with prior experience of acquiring, managing and servicing Ultra High/High Net worth Clients across all asset classes in a Broking/Private bank/wealth management setup.
• NCFM/NISM Certification is an added advantage.
• Must have the ability to work individually and as a group. Should be self-driven and target oriented.
• Achieve best in class productivity in order to maximize the efficacy of the sales process.
• Should act as a productive resource by fulfilling the budgetary expectations of the organization.

Additional Details

• We have Openings for Dynamic and target oriented Professional, with proven record of accomplishment in wealth management / equity markets.
• For experienced candidates salary is based on current CTC.