Wealth Manager

7 days ago

New Delhi, India MetaMorph Full time

Job Responsibilities__________________________________________________________________________________ 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 theoverall strategic goals of the organization To establish standardized and efficient sales processes to ensure quality control and efficientcustomer service delivery Ensure discipline of asset allocation Achieve a balance of revenue streams through sale of MF which will build a steady annuityflow and through all other asset class To drive strong client servicing and client engagement parameters, to enhance marketcredibility 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 andensure that they fall within risk and advisory parameters as laid down by Risk, Complianceand Research Teams To ensure adherence to internal and external Financial advisory guidelines and Risk Policiesand ensure standards are in place to minimize mis-selling instances To continuously scan the competition/market and report on emerging trends or any newdevelopment or business opportunities for WM Revenue Generation Build AUASkills Excellent communication Proven skills of significantly improving the structure and readability of writtencommunicationLives the Company Values Business Awareness & Market Knowledge Customer Centricity. People Connect Result Orientation Networking Ability

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