Business Lead - Wealth Management Firm

Business Lead

About Our Client: Client is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.

Location: Bangalore, Pune, Mumbai, Delhi

Education: Bachelors Degree

Experience: 15+ years of sales experience in financial services like wealth firms, banks, AMCs Certifications Required: NISM Mutual Funds & PMS Distributors certificates

Working Days: Any 6 days as per requirement

About the role:

We are looking for professionals from wealth management background who have an entrepreneurial mindset to join our business team at Company in a team management role. You would be responsible for actively acquiring clients along with building a team of client partners who you coach and mentor to become strong relationship management. You and your team would work with HNI/UHNI clients. You will be responsible for helping users understand and to help them invest with company.

Responsibilities:

- Build a client base of HNI/UHNI Clients

- Provide financial solutions to clients basis their goals

- Cultivate and maintain strong relationships with existing clients and proactively identify

opportunities to expand services and deepen client engagement.

- Actively increase the client base

- Be responsible for AUM for your team

- Conduct thorough financial analyses to assess clients' current financial situations, including income, expenses, assets, liabilities, and risk exposures

- Share regular communications with clients regarding market updates

- Provide guidance to team members to help them achieve their goals and take responsibility

for the outcomes

Requirements:

- Have excellent communication skills

- Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability

- Have ability to perform in target driven environment

- Follow Companys guidelines and compliance needs

- Ability to explain complex investment methodology to clients in simple terms

- High ownership and strong stakeholder management skills (both internal and external)

- Be able to hire, train, coach and mentor a team

To succeed in this role:

- Have an entrepreneurial mind-set and a high risk appetite

- Be dedicated to go the extra mile to achieve outstanding results

- Have the ability to thrive in a team-oriented environment

- Have the openness to change, embrace challenges, and continuously seek opportunities for growth and development

- Have a fresh perspective and innovative thinking to solve problems