▷ High Salary: Wealth Manager
4 weeks ago
Company Description
- Key Responsibilities
1. Existing Client Relationship Management
● Manage and review existing client investment portfolios.
● Conduct portfolio analysis and make necessary adjustments.
● Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning.
● Create and enforce financial goal plans to meet clients’ long-term objectives.
2. New Client Acquisition & Relationship Management
● Acquire new clients through: ○ Financial Awareness Programs ○ Referrals from existing clients ○ Social media leads ○ Internal acquisition team leads ○ Other external sources
● Conduct financial planning and analysis for new clients.
● Build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations.
3. Sales & Business Development
● This is a sales-driven role with KRAs directly linked to revenue generation.
● Onboard prospects from your own business book/network.
● Cross-sell financial instruments based on client needs.
● Utilize corporate networks to organize financial awareness sessions.
4. Additional Responsibilities
● Conduct initial portfolio screening for prospective clients.
● Maintain and update MIS reports.
● Present periodic performance reviews and achievements.
Candidate Profile
● Strong communication and interpersonal skills to build long-term client relationships.
● In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers.
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