Job Responsibilities
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- 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 the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Ensure discipline of asset allocation
- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
- To drive strong client servicing and client engagement parameters, to enhance market credibility 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 and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
- Revenue Generation
- Build AUA
Skills
- Excellent communication
- Proven skills of significantly improving the structure and readability of written communication
Competencies
- Lives the Company Values
- Business Awareness & Market Knowledge
- Customer Centricity.
- People Connect
- Result Orientation
- Networking Ability
Qualification
- Post Graduate / MBA from a reputed institute
Experience
- Minimum of 8 - 12 years of experience
