
Senior Business Strategist
1 day ago
Job Opportunity:
Sr Manager/ Chief Manager- Wealth ManagementAs a seasoned Senior Manager/Chief Manager, you will be responsible for delivering exceptional solutions to clients based on their unique requirements.
- Develop and provide bespoke solutions to clients based on their needs.
- Ensure timely and regular follow-up with leads, effectively utilizing broadcast and news articles to enhance engagement.
- Promote growth by establishing new client relationships, leveraging referrals from existing investors, and expanding Assets Under Management (AUM).
- Initiate timely portfolio reviews of existing investors.
- Upsell and cross-sell products to existing investors while keeping them informed about market trends.
- Share regular updates with investors regarding schemes, research papers, and other relevant information.
- Collaborate with the regional marketing team and product team to coordinate regular marketing activities.
Mandatory Qualifications:
- 7-12 years of experience in Wealth Management, Financial Planning, and Investment Advisory.
- Possession of requisite certifications is an added advantage.
- Exposure to all wealth instruments (insurance, FD, mutual funds, PMS, AIF, etc.).
- Proven track record of AUM generation.
- AUM size minimum 30 cr.
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