Senior Manager/Senior Vice President/Vice President -Wealth ManagementConfidential • Nashik
Senior Manager / Senior Vice President / Vice President -Wealth Management
Confidential • Nashik
22 days ago
Job descriptionTrack HNI / Ultra HNI segments for new client acquisition opportunities. Develop and execute inbound and outbound sales plans to increase customer base. Deepen client relationships to grow portfolio value, improve client stickiness, and achieve product-wise targets. Cross-sell investment products based on client demographics, lifestyle, and risk profiling. Stay updated on financial market trends and investment opportunities. Use data tools to analyze wealth products and benchmark peers' performance. Monitor and evaluate investment options to determine suitability for client portfolios. Maintain daily / weekly sales reports, forecasts, and other performance records. Ensure adherence to regulatory and organizational compliance requirements. Support the organization's commitment to Diversity, Equity, and Inclusion by fostering an inclusive client engagement approach. 5–15 years of relevant experience in Investment Advisory or Wealth Management. MBA, CA, or equivalent from a premium institute. Relevant certifications in wealth management or financial advisory preferred. Strong industry and product knowledge with a good understanding of applicable compliance rules and regulations. Strategic thinking and execution, with the ability to prioritize and solve complex problems. Strong financial acumen and ability to analyze market data. Excellent organizational, time management, and delegation skills. Proven ability to build and maintain long-term client relationships, with focus on revenue growth. Decision-making skills, ownership mindset, and ability to work under pressure. Team player with strong interpersonal and collaboration skills. Aptitude for delivering high-quality customer service in a fast-paced, evolving environment.
Key Responsibilities :
Client Advisory and Investment Solutions :
- Analyze client information, working closely with the Research and Advisory team to provide superior investment solutions.
- Align service delivery to enhance client experience and help clients achieve short-term and long-term investment goals.
- Conduct risk profiling of clients and recommend investment products as per their risk appetite and portfolio strategy.
Business Development and Relationship Management :
Market Research and Analysis :
Reporting and Compliance :
Preferred Qualifications and Experience :
Desired Knowledge & Skills :
Skills Required
Investment Advisory, Wealth Management, Business Development, Financial Analysis, Risk Profiling, Portfolio Management
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Vice President • Nashik
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