Premier Client Group Manager

2 days ago

Mumbai, Maharashtra, India Findoc Investmart Full time ₹ 15,00,000 - ₹ 20,00,000 per year

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 our and third party PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.
  • Build relationships with clients, understand their financial goals, and position Findocs offerings as optimal solutions to their needs.
  • Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.
  • Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.

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.
  • Cross-sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc.) to existing clients, maximizing business opportunities.

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 and benefits effectively to clients.
  • Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.
  • Have hands-on experience with stock market trading, including an understanding of algorithmic trading, and leverage this knowledge to guide clients in structuring their investment portfolios.
  • Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.

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.
  • Analyze market trends and competitor offerings to identify new business opportunities and growth areas.

Compliance & Risk Management:

  • Ensure all client dealings and financial transactions are compliant with regulatory requirements and internal policies.
  • Work closely with the compliance team to ensure that all wealth management strategies adhere to legal and ethical standards.
  • Ensure the team is aligned with risk management protocols and is well-informed on market volatility and client risk tolerance.

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