Wealth Manager
3 weeks ago
Hiring for RMs, Senior RMs and Cluster Heads
Experience- 7 Years +
Mode- WFO- 5 days
Location- Pan India
Responsibilities:
Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to.
The role includes:
- To Build Assets Under Management (AUM) through various Investment products
- Generate revenue for the firm.
- Build a SIP book.
- Customer Acquisition of a Minimum of 50 Lakhs ticket size & above investable surplus
- Cash Flow analysis & and Portfolio Services
- Execution of transactions post Cash Flow analysis on a periodic 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 Wealth business in line with the overall strategic goals of the organization
- Ensure discipline of asset allocation
- Achieve a balance of revenue streams by selling MF, PMS, AIF, MLD, Unlisted Stocks, and other Investment avenues to build a steady annuity.
- To drive strong client servicing and engagement parameters, enhance market credibility, and deliver a superior value proposition.
- Continuous learning, to be better equipped than our competitors.
- To closely observe, evaluate, and monitor the client positions & portfolio allocations.
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize miss-selling instances.
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth
Skills:
- Strong understanding of investment and Wealth products
- Excellent marketing and business development skills
- Detailed understanding of the financial needs of all types of customers
- Ability to manage client expectations and meet tight deadlines.
- Impeccable communication and interpersonal skills are required, as is listening, and understanding a client’s requirements.
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