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Job Description -WEALTH MANAGER POSITION SUMMARY:The Wealth Manager Role is a client-facing role. Through a combination of client-management skills, planning, market, product knowledge, the Wealth Manager partners with team members to address the specific needs and service issues of HNI clients in order to cultivate existing client relationships. The Wealth Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.PRE-REQUISITS: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.DUTIES and RESPONSIBILITIES:Managing client relationships and generate AUM from clients. Managing investments of Affluent clients and managing their over all financial portfolio and deepening the wallet from existing clients. Acquisition of HNI clients by tracking Affluent & Super Affluent Client segment in the market for new client acquisition. To research, investigate and update them on available investment opportunities /financial market trends to determine whether they fit into clients' portfolios. To coordinate with product and research team for taking investment decisions for the clients as per their financial requirement. To conduct and assist in organizing seminars, workshops, and other business development activities. Procuring the potential clients through networking, database, market analysis and references. Generating cross-sell revenue and doing GAP ANALYSIS. Liaison with operations team to resolve queries and revenue generation. Comply with organizational guidelines and norms. Achievement of product-wise targets. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio. Conduct risk profiling of all mapped clients for better advisory on investment needs. Ensuring client contactability at all times through updation of latest contact details in all necessary systems Regular contact with all mapped clients through weekly / monthly calls, telephonic as well as onsite personal sales meet as required. Resolution of queries of all mapped clients within TAT specified. Ensuring need based product approach towards clients and regular reporting of product penetration. Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling).KEY SKILLS:Ability to manage relationships to improve relationship value of existing customers Ability to build and maintain long term relationships, deepening relationship and growing revenues Ability to provide seamless and superior service delivery Ability to ensure compliance with key regulatory and regulatory level requirementsEDUCATION and EXPERIENCE:Any Graduate / Post Graduate with any other qualification / certification like CFP / CWM / NISM will be an advantage. While we need a min of 1 years experience in Wealth Management domain from BFSI / Wealth Management / Broking; however, freshers can also apply as we may consider if some exceptional talent is identified.KNOWLEDGE and SKILLS:The financial industry, financial planning knowledge preferred. Excellent written and verbal communication skills with careful attention to detail. Strong presentation skills in a large group setting. Able to work independently, as well as in a group setting. Advanced user of Excel and PowerPoint. Self-motivated with a strong work ethic, and able to work extended time schedule. Travel would involve conducting meetings with clients in Delhi /NCR and other states.Interested candidates can reach out to :Rajat Dhar | +919560489579 | hr@Industry Investment Management.Salary As per Industry Standards.