Senior Wealth Management Professional

2 days ago

Guntur, Andhra Pradesh, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Strategic Leadership Opportunity

Chief Manager/Sr Manager, Wealth Management Expertise Required

Job Overview:

  1. Provide tailored solutions to clients based on their specific requirements.
  2. Regularly follow up with leads, tagging them in relevant broadcasts and news articles.
  3. Broaden the client base by meeting new clients, soliciting referrals from existing investors, and growing Asset Under Management (AUM).
  4. Conduct timely portfolio reviews for existing investors.
  5. Upsell and cross-sell financial products to existing investors, keeping them informed about market trends.
  6. Share regular updates with investors regarding schemes, research papers, and market analysis.
  7. Collaborate with regional marketing teams and product specialists to conduct targeted marketing activities.

Essential Qualifications:

  1. Excellent interpersonal skills and relationship-building abilities.
  2. Strong communication and listening skills, with the capacity to explain complex information in a clear and concise manner.
  3. Confidence and poise when interacting with clients.
  4. Able to analyze client needs based on financial objectives, possessing strong logical and numerical reasoning skills.
  5. Ability to manage stress and adhere to established procedures, demonstrating emotional stability and conscientiousness in achieving targets.
  6. Identify opportunities for increased revenue growth.
  7. Maintain adherence to guidelines and compliance standards, with close monitoring and responsiveness to documentation requests.

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