Senior Manager / Senior Vice President / Vice President -Wealth Management

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 HNIUltra 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

Industry Analysis, Product Knowledge, Strategic Thinking, Team Management