SrWealth Manger

Company Name: - AIF & PMS Expert India Pvt ltd

Designation: - Sr. Wealth Manager

Job Location: Mumbai

Job Summary: We are seeking a highly skilled and experienced, passionate Sr. Wealth

Manager to join our team. The ideal candidate will have a deep understanding of wealth

management, exceptional interpersonal skills, and a proven track record of managing

and growing client relationships. This role involves working closely with clients to

understand their financial needs, providing tailored investment solutions, and ensuring

the highest level of client satisfaction.

Key Responsibilities:

· Manage distribution Sales for the location and handle top key relationships for

product, focusing on AIF, PMS, and Mutual Funds. Manage key relationship distributors and direct

clients.

· Client acquisition as the major role and meeting revenue targets of the company by

distributing AIF and PMS products.

· Distributor's clients call for new sales & existing portfolio review on AIF and PMS

though audio, video & in in-person meetings.

· Build and maintain strong relationships with clients, understanding their financial

goals and risk tolerance.

· Provide personalized investment advice and develop customized financial plans

aligned with AIFPMS Experts' proven process.

· Conduct regular portfolio reviews and adjust strategies as needed to align with

clients' changing needs and market conditions.

· Communicate the benefits of AIFPMS Experts' meticulous investment process and

commitment to long-term returns.

· Identify and pursue new business opportunities to expand the client base.

· Stay informed about market trends, investment products, and regulatory changes

to provide clients with up-to-date information.

· Collaborate with internal teams to ensure seamless service delivery and client

satisfaction.

· Prepare and present detailed investment reports and performance updates to

clients.

· Ensure compliance with all regulatory requirements and company policies

Qualifications:

· Bachelor's degree in Finance, Economics, Business Administration, or a related

field.

· CFA, CFP, or other relevant certifications are highly desirable.

· Minimum of 4 to 15 years of experience in wealth management, financial planning,

or a related field.

· Strong knowledge of investment products, financial markets, and regulatory

requirements.

·   Excellent communication, presentation, and interpersonal skills.

· Ability to build and maintain long-term client relationships.

· Strong analytical and problem-solving abilities.

· Proficiency in financial planning software and Microsoft Office Suite.

If you are interested send cv:- pranali@aifpms.com /8855048871

• It is a Full Time Sales / Business Development job for candidates with 4 - 5 years of experience.

More about this SrWealth Manger job

1. What is the eligibility criteria to apply for this SrWealth Manger job?
   Ans: The candidate should be Post Graduate and above and above with 4 - 5 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹35000 - ₹50000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this SrWealth Manger job?
   Ans: This SrWealth Manger job will have 6 working days.
4. Are there any charges applicable while applying or joining this SrWealth Manger job?
   Ans: No, there is no fee applicable for applying this SrWealth Manger job and during the employment with the company, i.e., AIF & PMS EXPERTS INDIA PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this SrWealth Manger role?
   Ans: There is an immediate opening of 10 SrWealth Manger at AIF & PMS EXPERTS INDIA PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Only Male candidates can apply for this Sales / Business Development job.
8. What are the timings of this SrWealth Manger job?
   Ans: This SrWealth Manger job has 09:30 AM - 06:30 PM timing.