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 అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 4 - 5 years of experience.

SrWealth Manger job గురించి మరింత

1. SrWealth Manger jobకు apply చేయడానికి అర్హతా ప్రమాాణాలు ఏమిటి?
   Ans: అభ్యర్థికి పోస్ట్ గ్రాడ్యుయేట్, అంత కంటే ఎక్కువ మరియు అంతకంటే ఎక్కువ 4 - 5 years of experience అనుభవంతో ఉండాలి
2. ఈ Job రోల్ కోసం నేను ఎంత జీతం ఆశించగలను?
   Ans: మీ ఇంటర్వ్యూపై ఆధారపడి శాలరీ ₹35000 - ₹50000 నెలకుని మీరు ఆశించవచ్చు. ఇది ముంబైలో Full Time Job.
3. SrWealth Manger job కొరకు ఎన్ని పనిదినాలు ఉన్నాయి?
   Ans: ఈ SrWealth Manger jobకు 6 working days ఉంటాయి.
4. ఈ SrWealth Manger jobకు apply చేసేటప్పుడు లేదా చేరేటప్పుడు ఏవైనా ఛార్జీలు ఉన్నాయా?
   Ans: లేదు, ఈ SrWealth Manger jobకు కంపెనీలో ఉదాహరణకు, AIF & PMS EXPERTS INDIA PRIVATE LIMITEDలో పనిచేసేటప్పుడు ఎలాంటి ఫీజులు వర్తించవు.
5. ఇది ఇంటి నుండి పని చేసే పనినా?
   Ans: లేదు, ఇది ఇంటి వద్ద నుంచి Job కాదు మరియు ఆన్‌లైన్‌లో చేయలేం.
6. ఈ SrWealth Manger రోల్ కు ఎన్ని ఓపెనింగ్‌లు ఉన్నాయి?
   Ans: AIF & PMS EXPERTS INDIA PRIVATE LIMITED వద్ద 10 SrWealth Manger ఇమ్మీడియెట్ ఓపెనింగ్ ఉంది
7. ఈ Jobకు ఎవరు apply చేసుకోవచ్చు?
   Ans: పురుష అభ్యర్థులు మాత్రమే ఈ అమ్మకాలు / వ్యాపార అభివృద్ధి jobకి apply చేసుకోవచ్చు.
8. ఈ SrWealth Manger Job టైమింగ్స్ ఏమిటి?
   Ans: ఈ SrWealth Manger jobకు 09:30 AM - 06:30 PM టైమింగ్ ఉంటుంది.