DVP / AVP / Portfolio Manager - Wealth

Key Responsibilities:

Customer Acquisition:

• Acquire clients with investable surplus of 1 Cr. 5 Cr. and above.
• Develop short-term and long-term sales strategies aligned with organizational goals.

Financial Planning & Portfolio Management:

• Provide financial planning and portfolio services to clients.
• Execute transactions post financial planning and periodically as required.
• Manage Private Wealth, PMS, and AIF fund-related queries.
• Ensure discipline in asset allocation and adherence to risk parameters.

Client Servicing & Engagement:

• Drive strong client servicing and engagement to enhance credibility and deliver superior value.
• Continuously monitor client positions and portfolio allocations.
• Ensure compliance with internal and external financial advisory guidelines and risk policies.

Revenue Generation & Business Growth:

• Achieve a balance of revenue streams through MF sales for steady annuity and other asset classes.
• Continuously scan competition and market trends, reporting new business opportunities.
• Ensure delivery of MIS reports as per requirements.

Sales Process & Standards:

• Establish standardized and efficient sales processes for quality control and efficient customer service delivery.
• Continuous learning to maintain competitive advantage.