Senior Portfolio Growth Director

2 days ago

Bhavnagar, Gujarat, India beBeeGrowth Full time ₹ 1,50,00,000 - ₹ 2,51,50,000

Findoc is seeking a seasoned Portfolio Growth Director. This professional will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.

Key Responsibilities

Client Acquisition & Business Development:

  • Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
  • Promote and sell large portfolios, including PMS, AIFs, bonds, mutual funds, and other investment products.
  • Build relationships with clients, understand their financial goals, and position Findoc's offerings as optimal solutions.
  • Develop and execute a comprehensive sales strategy to expand the business.

Client Relationship Management:

  • Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.
  • Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
  • Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.

Team Leadership & Expansion:

  • Develop, mentor, and manage a high-performing team of relationship managers, client servicing professionals, and other staff members.
  • Foster a collaborative, client-centric team culture, ensuring each member delivers exceptional service.
  • Actively recruit and onboard additional team members to expand the business.

Investment Product Expertise:

  • Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features effectively.
  • Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.

Sales & Performance Metrics:

  • Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
  • Regularly track and report sales performance, client acquisition, and retention metrics to senior management.

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