WRM -B2C

Job description

**Key Responsibilities:** - Understand clients' financial goals, risk profile, and investment needs to provide tailored wealth solutions. - Advise clients on Mutual Funds, Insurance, PMS, AIFs, Bonds, Equities, Structured Products, and other investment offerings. - Conduct portfolio reviews and recommend investment strategies aligned with client objectives. - Build and maintain long-term client relationships through regular engagement and proactive advisory. - Deliver an exceptional client experience by providing timely, transparent, and consultative support. - Drive business growth through client acquisition, retention, cross-selling, and upselling of wealth and protection solutions. - Identify portfolio gaps and enhance product penetration by recommending suitable financial products. Job Requirements 1. Qualifications Graduate/Postgraduate in Finance, Commerce, Economics, or related field; 2. Certifications such as CFP, NISM, CFA (preferred). 3. Prerequisite Investment Product knowledge is mandatory 4. Experience 8+ years of experience in wealth management, investment advisory, or private banking. **Functional / Behavarioal Competencies** 1. Acumen towards understanding of client needs and provide adequate and prompt solutions. 2. Strong understanding of financial markets, products, and portfolio advisory concepts. 3. Proven track record of managing HNI/affluent client relationships and achieving revenue targets. 4. Excellent communication, presentation, and relationship-building skills. 5. High level of integrity, client-centric mindset, and strong analytical ability,