Wealth Manager
3 weeks ago
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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