Sr Wealth Manager

Major Deliverables :

• Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) and UHNIs Clients
• Profiling Customers and provide financial products to meet customer needs
• Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
• To Enhance & Retain customer profitability by capturing larger share of Wallet
• Ensure profitability of the portfolio : Generate high Income per Customer
• Acquire new customers who meet product criteria through cross-referencing.
• Person should have existing database of clients with him.
• Mutual Fund Sales, LIC of HDFC life & TATA, PMS, cross sell of products- LAP / HL, LAS

Skills Required

wealth management services , Wealth Management