BOOLEAN STRING RESULTS
Description String Industry
budget AND sales AND ITIL, Strategic AND Key Account AND Team Management, Account Achievement Visionary OR Account Associate OR Account Consultant OR Account Executive OR Account Growth Manager OR Account Manager OR Account Representative OR Account Specialist OR Business Developer OR Business Development Specialist OR Client Advisor OR Client Engagement Specialist OR Client Growth Specialist OR Client Success Consultant OR Client Success Manager OR Customer Engagement Representative OR Director of Sales OR Relationship Manager OR Sales Consultant OR Sales Director OR Sales Engineer OR Sales Professional OR Sales Representative Telecommunications
Wealth Manager Roles and Responsibilities:  Acquiring HNI/ UHNI clients through networking, database, market analysis, and references  Maintain client relationships and generate AUM from HNI/Ultra HNI clients  Achieve the financial goals of the clients through various product line  Key products are - MF, Bonds, AIF, Unlisted shared, Trading – Equity, Commodities & Currency, in-house Arbitrage strategy, MLD, Corporate FDs, Loans – Secured & Unsecured, Real Estate advisory  Advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio  Coordinate with product and research teams to taking investment decisions for the clients  Achieve budgeted targets in terms of the number of clients/volume of business & assets  Share regular communications with clients regarding information, research, and material of the organization Desired Candidate Profile:  Detailed product knowledge of Key investment products - MF, Bonds, AIF, Insurance, Unlisted shared, Trading – Equity, Commodities & Currency  Preferably handling AUM of 20cr. and above  Should have excellent social/ interpersonal skills  Should be okay with Client Acquisition (B2C ("Wealth Manager or "Relationship Manager") AND ("Mutual fund" or "Securities" or "Investment" or "Shares") Banking