VP - Wealth Management

1 day ago

Chennai, Tamil Nadu, India 4S Advisory's Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.

Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.

Focus on business development and achieve growth in relationship value, revenues & improve client stickiness

Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance

Investment Banking,HNI/Ultra HNI segment,new client acquisition,planning outbound and inbound sales,financial market trends,Investment Advisory,business development,Asset Management

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