Relationship Manager - Wealth Job in 9Point
- Mifm Operations
- 10 to 14 Yrs
- Mohali, Chandigarh
- 11 months ago
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Job Description
- Job Title: Relationship Manager - Wealth Location: Chandigarh Department: Wealth Management Reporting to: Head of Wealth Management About 9Point Capital 9Point Capital is Indias first regulated digital asset management company, bridging the gap between traditional investments and the emerging world of digital assets. Offering innovative solutions like Bitcoin ETFs and Ethereum ETFs, we empower HNI and UHNI clients with secure, regulated, and tax-efficient investment opportunities. Role Overview We are seeking a seasoned Regional Wealth Manager to spearhead client acquisition and business development for Punjab & Haryana. The ideal candidate will have extensive experience in wealth management, with a strong network among HNI/UHNI clients and the ability to drive business growth. Key Responsibilities Client Acquisition and Relationship Management Identify, engage, and acquire HNI and UHNI clients across the southern region. Build and maintain long-term relationships with clients to drive loyalty and retention. Business Development Develop and implement strategies to target potential investors and achieve sales targets. Represent 9Point Capitals offerings, focusing on Bitcoin ETFs, Ethereum ETFs, and other regulated digital asset management products. Regional Market Expertise Leverage in-depth knowledge of the South Indian market to identify opportunities and trends. Build and maintain relationships with regional influencers, family offices, and corporate treasuries. Client Advisory Provide personalized investment recommendations tailored to clients financial goals and risk profiles. Educate clients on the advantages of regulated digital assets compared to traditional asset classes. Compliance and Reporting Ensure all client onboarding and transactions adhere to regulatory guidelines and company policies. Prepare and present regular reports on sales performance, client feedback, and market conditions. Key Requirements Education: Bachelors degree in Finance, Business Administration, or related fields. Advanced certifications like CFP, CFA, or NISM are highly preferred. Experience: Minimum of 10 years of experience in wealth management, private banking, or investment advisory. Proven track record of acquiring and managing HNI/UHNI clients in Punjab & Haryana Skills: Strong interpersonal and communication skills to engage and build trust with clients. Exceptional networking abilities and an established network within the HNI/UHNI community. Deep understanding of financial markets and products, including alternative investments. Knowledge of digital assets like Bitcoin and Ethereum is an added advantage but not mandatory. Attributes: Self-motivated and target-driven with a proactive approach to business development. High ethical standards and integrity in all client interactions. Adaptability to learn and sell innovative financial products like Bitcoin ETFs. What We Offer Competitive base salary and performance-based incentives. Opportunity to work in a pioneering digital asset management firm. Training and development to build expertise in digital asset investments. A dynamic and innovative work environment with significant growth potential.,
Employement Category:
Employement Type: Full timeIndustry: Financial ServicesRole Category: Not SpecifiedFunctional Area: Not SpecifiedRole/Responsibilies: Relationship Manager - Wealth Job in 9PointContact Details:
Company: 9Point CapitalLocation(s): Mohali, Chandigarh+ View Contact
Keyskills: Client Acquisition Relationship Management Business Development Interpersonal Skills Communication Skills Compliance Reporting
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