Opening For Private Wealth Manager In Hyderabad

Job Description:

Leading NBFC Arm of a Large Industrial House

Skills Required

– A bachelor’s degree in finance, accounting or other related field and an equivalent work experience in the relevant field.

– More than 5 years of sales experience with lofty net worth clients in the financial sales industry.

– A professional qualification like CFA, CFP, CPA, MBA desired

– Good professional, interpersonal, interpretational, written and verbal communication are most important skills.


The Relationship Manager is considered to be the fulcrum of our entire business proposition

– Must demonstrate business development and excellent sales abilities.

– Should communicate and consult with internal and external clientele and introduce them towards the new products of the firm or Investment house to which they are employed.

– Should have the capacity to build partnerships and work with others as a part of the team.

– Acquire, deepen and manage wealth management relationships across asset classes in excess of an average holding of over INR 50L+. These relationships are calculated as individuals, corporates, trusts, families, etc.

– Maintain the highest degree of learning required to be able to service these clients for products and services in the wealth management space.

– Have a strong working knowledge across product performances, taxation norms, global & domestic macroeconomics, etc.

– Ensure ongoing self-development.

– Manage the key performance indicators at the highest level.

Integration Management

– Follow internal processes on client compliance

– Manage the customer transition with utmost sensitivity.

– Awareness of all the policies and procedures issued in relation to money laundering prevention.

– Ensure compliance with these policies and procedures on an ongoing basis.


To ensure new client acquisition, retention & growth

To conduct financial planning and assessment & portfolio management of clients

To achieve targeted profitability & fee income

To contribute to customer satisfaction initiatives

To ensure policy adherence and coordination

To formulate periodic MIS

To contribute in team development and skill enhancement

Supporting Actions

– To identify potential HNI clients through referral networks

– To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls. Daily tracking of & personal meeting with Clients

– To ensure 100% client penetration for business sourced by building relationships & enabling increase in share of wallet & revenues

– To undertake financial needs analysis, risk profiling & develop an investment portfolio for customers

– To offer portfolio & investment solutions to clients

– To periodically review the existing portfolios & market trends & advise new investment plans to de-risk against attrition & achieve stability of book

– To achieve defined sales targets of assigned portfolios

– To maintain projected fee income at budgeted numbers

– To follow the ethical and fair practices code for selling products

– To ensure regular availability of research material and inputs to the clients

– To ensure that customer promises are kept and their grievances are adequately addressed or highlighted

– To be aware of all critical policies & procedures & ensure compliance with them

– To ensure adequate documentation of all transactions

– To coordinate with market intermediaries like banks for smooth operations

– To send detailed periodic activity & sales reports to the functional head

– To ensure effective usage of WMS/ CTP and other systems

– To ensure ongoing self development – attend internal and external training programs, other relevant certifications that enhances the skills in the wealth management services

– To help team members in understanding the products, processes & provide complete guidance to management trainees and colleagues

Salary: Not Disclosed by Recruiter
Industry:Banking / Financial Services / Broking
Functional Area:Financial Services , Banking , Investments , Insurance
Role Category:Corporate Banking
Role:Client Servicing/Key Account Manager
Employment Type: Permanent Job, Full Time


Sales Planning Relationship Management HNI Client Handling Business Development CFP Wealth Management New Client Acquisition Finance Portfolio Management Banking

Desired Candidate Profile:


UG: B.Com – Commerce, B.B.A / B.M.S – Management
PG:CA, MBA/PGDM – Any Specialization
Doctorate:Doctorate Not Required

Company Profile:

Client of Future Head Start

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