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VP - Wealth Management
2 months ago
Company : A leading Diversified Financial services firm
Position : VP/ AVP/ Portfolio Manager
Reports to : Zonal Head / Head of Sales (Wealth)
Location: Mumbai / Delhi / Bangalore / Pune / Kolkatta
Team size : none
Sal Range: Rs 30-60L + Variables
Job Responsibilities
- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
- Financial Planning (FP) and Portfolio Services
- Execution of transactions post FP and on periodical 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 WM business in line with the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Ensure discipline of asset allocation
- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
- Continuous learning, to be better equipped than our competitors
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
- Revenue Generation
- Build AUA
