Job Title:
Wealth Manager
Company: MetaMorph
Location: Mumbai, Maharashtra
Created: 2025-11-20
Job Type: Full Time
Job Description:
Job Responsibilities__________________________________________________________________________________ Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS and AIF fund related queries Ensure delivery of various MIS reports as per requirements To develop short term and long term sales strategies for the WM business in line with theoverall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficientcustomer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuityflow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance marketcredibility and deliver superior value proposition Continuous learning, to be better equipped than our competitors To closely observe, evaluate and monitor the client positions, portfolio allocations andensure that they fall within risk and advisory parameters as laid down by Risk, Complianceand Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policiesand ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any newdevelopment or business opportunities for WM Revenue Generation Build AUASkills Excellent communication Proven skills of significantly improving the structure and readability of writtencommunicationLives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability