Principal Officer- Wealth Management

3 weeks ago

Gandhinagar Gujarat Ahmedabad Gujarat, India Alphabet Investment Full time

- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business - Candidate would be responsible on for managing UNHI HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment - The Wealth Manager shall be responsible for acquiring on boarding new HNI UHNI clients with understanding and recommending wealth management products enhancements To further develop and maintain new client relationship with new wealth management strategies - This position is responsible for managing the delivery of our wealth management segment coach train and support our wealth management sales staff oversee wealth management operations and support - As the Company operates in Wealth Management the candidate shall be responsible for the Promotion Development and Handling of Client Relationships related to Financial Planning and Wealth Management Key Responsibilities - Monitor and address HNI clients banking and Investment requirements- Use financial acumen and investment expertise to review a client s personal data align clients need through superior service seamlessly align service delivery for an enhanced experience thereby helping the client to reach his short term and long term investment goals - Focus on business development across liabilities assets fee to sustain and achieve growth in relationship value revenues improved client stickiness - Achievement of product-wise targets - Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio - Ensuring need-based product approach towards clients and regular reporting of product penetration - Conduct risk profiling of all mapped clients for better advisory on investment needs Experience 3 to 10 years in Wealth ManagementFunctional Competencies for this role would be - Ability to manage relationships to improve the relationship value of existing customers - Ability to build and maintain long term relationships deepening relationship and growing revenues - Ability to provide seamless and superior service delivery - Ability to ensure compliance with key regulatory and bank level requirements ref updazz com

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