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Wealth Manager

ConfidentialThane

8 days ago

Job description

Client Acquisition & Relationship Management

Develop and maintain strong relationships with HR, Admin heads, and key stakeholders at corporate, zonal, and regional offices.
Organize and conduct exclusive interaction sessions and activities for HNI / UHNI corporate employees.
Perform on-site visits to corporate offices to offer personalized investment advice and deliver product presentations.
Achieve client acquisition targets by engaging HNI / UHNI corporate employees through direct selling and suitcase selling methods.

Sales & Business Development

Drive sales of wealth management products including mutual funds, insurance, portfolio management services, AIFs, and other investment vehicles.

Identify lending requirements of HNI / UHNI customers and provide suitable solutions.

Identify and qualify leads within corporate offices and convert them into loyal clients.

Develop and implement sales strategies tailored to the investment needs, risk profiles, and financial goals of HNI / UHNI corporate employees.

Portfolio Advisory & Financial Planning

Provide expert investment and portfolio advice to corporate employees, helping them plan their financial journeys.

Analyze client profiles and recommend suitable wealth management solutions and products.

Regularly review clients' financial portfolios to ensure alignment with evolving financial objectives and market trends.

Market Research & Analysis

Stay updated with market trends, economic indicators, and regulatory changes to offer relevant and timely insights.

Analyze competitor products and strategies to enhance product offerings and maintain competitiveness.

Communicate market updates, new product offerings, and financial insights to clients.

Compliance & Documentation

Ensure all sales activities comply with regulatory guidelines and company policies.

Maintain accurate documentation and records of client interactions, investment preferences, and transactions.

Conduct KYC and due diligence processes adhering to industry standards.

Skills Required

investment strategies, Portfolio Management, Financial Analysis, Client Relationship, Risk Assessment

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Wealth Manager • Thane

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