VP - Wealth Management

4s Advisory

Chennai

12-16 Years

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Posted 8 hours ago
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Job Description

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.
Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance
Investment Banking, HNI/Ultra HNI segment, new client acquisition, planning outbound and inbound sales, financial market trends, Investment Advisory, business development, Asset Management

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About Company

4s Advisory

4S Advisory is a premier hiring company in India. It is the brainchild of Satish Kumar Jakkula, a seasoned professional with over 20 years of experience in private equity fund and banking related administration, corporate communications, human resources, and government / regulator liaising. He has worked with the global sustainable development think-tank The Energy and Resources Institute (TERI) as well as the Dutch multinational banking and financial services company Rabobank in prominent roles. He is also an active networker. It was with this extensive experience that Satish decided to take the path of entrepreneurship in the year 2019, kickstarting a niche advisory venture in the country. 4S Advisory provides Hiring Solutions across sectors.

Job ID: 131264281

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