Wealth Manager
1 week ago
Job Purpose
The Wealth Manager shall be responsible for research, analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment. As we work on advisory models, the candidate shall be responsible for promoting, developing and handling client relationships related to financial planning and wealth management.
About the Role
Key Responsibilities:
- Monitor and address HNI clients' banking and investment requirements functional responsibilities.
- Use financial acumen and investment expertise to review a client's personal data, align clients' needs through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short-term and long-term investment goals.
- Focus on business development across liabilities, assets & fees to sustain and achieve growth in relationship value, revenues & improved client stickiness.
- Formulate outbound and inbound sales plans to acquire new HNI customers for increasing customer base of the portfolio.
- Ensure need-based product approaches towards clients and regular reporting of product penetration.
- Conduct risk profiling of all mapped clients for better advisory on investment needs.
Qualifications
We are looking for candidates with a PG - MBA/PGDM degree or any postgraduate degree in any specialization, along with at least 3 years of experience in wealth management.
NISM – VA & 8 Functional Competencies-
Required Skills
- Ability to manage relationships to improve relationship value of existing customers.
- Ability to build and maintain long-term relationships, deepening relationships and growing revenues.
- Ability to provide seamless and superior service delivery, ensuring compliance with key regulatory and bank-level requirements.
- Operational External Nature or purpose of interaction.
- Corporate Channels AUMs
Equal Opportunity Statement
We are committed to diversity and inclusivity and welcome applications from qualified candidates who share our values.
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