Digital Business People
Website:
dbppl.com
Job details:
RESPONSIBILITIES & TASKS:
· Acquire, manage, and advise HNI clients across diverse asset classes including Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, and Structured Products.
· Generate leads, build prospects, and leverage networks to identify referrals and on-board new clients.
· Assess client investment needs and risk appetite to design and manage long-term asset allocation strategies.
· Identify and capitalize on new business opportunities with both existing and prospective clients.
· Manage client portfolios by providing financial research, accurate insights, and customized investment solutions.
· Achieve a minimum of 2X revenue and generate an AUM equivalent to 100X of CTC within the first 12 months.
COMPETENCIES:
EXPERIENCE:
· Minimum 3 years of proven experience in wealth management, client acquisition, and advisory services.
· Strong expertise in Equities, Mutual Funds, PMS, AIF, MLD, NCD, Fixed Income, along with tax and financial planning.
· Demonstrated ability to manage and grow HNI client portfolios, delivering tailored investment strategies and solutions.
· Track record of being relationship-oriented, with excellent interpersonal skills to build long-term client trust.
KNOWLEDGE:
· Educational background such as MBA, CA, CFA, or NISM V-A certification is desirable.
· Strong understanding of Equities, Mutual Funds, PMS, AIF, MLD, NCD, Fixed Income, along with expertise in tax and financial planning.
· Proven ability to build and nurture client relationships, supported by excellent interpersonal and people management skills.
· Impactful communication skills to effectively engage and influence affluent and HNI clients.
· Demonstrated track record in managing and growing HNI portfolios, delivering tailored investment solutions.
PERSONAL ATTRIBUTES:
· Strong focus on achieving acquisition, revenue, and portfolio growth targets.
· Ability to build trust and nurture long-term advisory relationships with HNI clients.
· Clear, persuasive, and confident in engaging affluent customers.
· Skilled at interpreting financial data and designing tailored investment solutions.
· High ethical standards with commitment to transparency and compliance.
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