Senior Manager / Sr VP / Vice President - Wealth Management

Job description

Key responsibilities include :

• Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and 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 trends to determine whether they fit into clients' portfolios.
• Focus on business development and achieve growth in relationship value, and 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 plans to acquire new HNI Clients to increase 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 that may be required by the Team to keep up-to-date records of sales & performance.

Skills and Competencies :

Preferred Educational Qualifications and Work Experience :

Desired Knowledge Skills :

Skills Required

Strategic Thinking, Team Management, Decision Making Skills, Network Maintenance, Data Analysis