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Hiring!!! Wealth Manager for IIFL

4 - 9 YearsChennai

Posted: 38 days ago

Job Description

Greetings!!!

Currently we have an urgent opening for AUM Manager in our organisation at Chennai.

EXPERIENCE : 3 to 10 yrs
SALARY : As per Industry Standards
LOCATION : Chennai
QUALIFICATION : Any Graduate

Job Description

  • The relationship manager will be responsible for acquiring preferred clients (HNI/Ultra HNI).
  • Investment Advisory: Advising clients on various investment ideas based on the suitability to their risk profile, return expectation, asset allocation, liquidity needs etc. viz. Private Equity Funds, Portfolio Management Services, Structured Products, Bonds, Mutual funds (Equity and Debt), Stock Broking, Offshore Investments, Commodities, Currency Derivatives, etc. 
  • Carry out quarterly/ annual portfolio review and analysis of the client's investment portfolio to ensure that the investments are inline with the client's expectations and risk profile. 
  • Maintaining client relationships and generate AUM from preferred clients.
  • Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
  • Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.

Desired profile :

  • Good Communication Skills
  • Excellent Presentation Skills
  • Knowledge of Investment tools
  • Should possess knowledge of Investment portfolio e.g. Mutual Fund, Insurance,etc
  • HNI & NRI Client relationship management skills
  • Manage complete portfolio.

Certification
:
  • NISM V Certified
  • IRDA Certification
  • AMFI Certification

Feel free to call me at 877-857-4891 or send resume at karthick.ganesh@iifl.com for any further queries.


Regards
Karthick Ganesh(HR)
Recruitment Manager| India Infoline Limited
Mobile: 877-857-4891


Salary: INR 7,00,000 - 12,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Sales, Retail, Business Development
Role Category: Retail Sales
Role: Sales/Business Development Manager
Employment Type: Permanent Job, Full Time
Keyskills:

Desired Candidate Profile

Please refer to the Job description above

Company Profile

India Infoline Limited
IIFL Holdings Limited (NSE: IIFL, BSE: IIFL) is the apex holding company of the entire IIFL Group, promoted by first generation entrepreneurs. Formerly known as India Infoline Limited, IIFL offers a gamut of services including financing, wealth and asset management, broking, financial product distribution, investment banking, institutional equities, realty services through its various subsidiaries. IIFL Holdings with a consolidated net-worth of Rs.28,248 million as at half-year ended September 30, 2015, has global presence with offices in London, New York, Houston, Geneva, Hong Kong, Dubai, Singapore and Mauritius. Our well-entrenched network of close to 2,500 business locations is spread over 850+ towns and cities in India.
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Contact Details

Recruiter Name:Karthick G

Contact Company:India Infoline Limited

Telephone:877-857-4891

Address :IIFL,3rd floor,IIFL Tower, No: 143, MGR Salai, Kandanchavadi, Perungudi-OMR

Website:http://www.indiainfoline.com/