Wealth Manager - Leading Private Wealth NBFC

Quotient Consultancy
  • Mumbai
  • Confidential
  • 5-10 years
  • 15 Sep 2015

  • Sales/ Business Development/ Account Management, Investments

  • NBFC
Job Description

One of the leading NBFC into Private Wealth is looking for RM for Private Wealth for Mumbai location.


The Wealth Manager will have to undertake the following responsibilities:

To prospect, acquire and retain clients

To achieve budgeted targets in terms of number of clients/volume of business & assets.

To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios

To understand clients needs & requirements and accordingly position products & services

To coordinate with product and research team for taking investment decision for the clients

To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client

To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

To provide various investment performance reports and summaries to the clients

To build and maintain client bases, along with relevant comments/remarks for future reference

To guide clients in the gathering of information/documents required such as bank account records,income tax returns, life and disability insurance records, pension plan information, and wills, etc.

To conduct and assist in organizing seminars, workshops and other business development activities

To prepare the MIS reports in the specified formats



An MBA (finance or marketing) Degree holder or focused education in financial planning/wealth management

Other qualifications like CFP will be an advantage

2-5 years of relevant work experience in the financial industry preferred

Desired Skill Set:

Ability to inspire trust and confidence in clients

Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being

A thorough understanding of financial markets, their behavior, movements and expectations with respect to market

Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients

Excellent oral and written communication skills with clarity of thought, speech and expression

Excellent interpersonal skills

Ability to travel domestically and internationally if required for NRI clients

Good Analytical Skills

General Competencies:

Positive attitude, socially effective, high level of perseverance and patience

Assertive & hard working

Result oriented

Attention to detail

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