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Private Wealth Manager_Mutual fund

5 months ago

mumbai, India Arin Consultancy Private Limited Full time

Job Description

Department: Customer Interaction (Sales)

Position: HNI/UHNI/ Wealth Manager – Customer Interaction

Experience : 5 to 7 years required in handling HNI/UHNI’s

Location: MUMBAI

Reporting to: Chief Business Officer

We are looking for HNI’s/UHNI’s Wealth Manager who can contact HNI’s/UHNI’s over the phone and meet in person to establish and maintain a strong relationship with HNI’s/UHNI’s and acquire new HNIs/UHNI’s by introducing our products. The person should also be capable of developing business by up-selling, cross-selling, SIP/STP and rendering satisfiable customer service.

If you’re a highly driven individual who enjoys working in teams to develop complex solutions, this is the role for you. Key skills include:

Advising clients about financial products and services Determining the best strategies to meet clients’ financial goals and analyzing financial information from clients. Examining investment options to determine compatibility for client financial plans. Implementing wealth accumulation strategies and management strategies, which may include complex and sophisticated approaches to reach your life goals. Meeting Sales targets of Inflows. Establish and maintain stronger relationship with existing high net worth investors and thus generating business and references to meet the sales targets assigned. Efficient in making calls and meetings with high-net-worth investors. Achieve given targets on cross selling, upselling and SIP/STPs. Providing excellent customer service and helps investors with financial planning to the HNI’s/UHNI’s To handle portfolio of HNI/UHNI customers and cross sell various products according to clients need. Acquire new customers through referrals from existing customers who meet product criteria. Enhance the Overall value/book size of the portfolio. Maintain the overall quality / hygiene parameters of the portfolio. Attrition control of customers Achieving MTD and YTD Revenue Targets Ensure to build and maintain a strong sales pipeline through effective prospecting and lead generation. Set clear performance expectations, provide coaching and feedback to improve the performance and develop future talent. Drive direct sales efforts, actively engaging with potential customers, and building strong relationships to convert leads into sales. Conduct sales presentations, demonstrations, and negotiations to influence decision-making and close deals. Ensure timely and accurate reporting of sales activities and customer feedback to senior management. Strong understanding of equity products and markets. Excellent Sales, communication, and interpersonal skills with an ability to build and nurture relationships with HNI, UHNI clients.