Wealth Manager

Job Responsibilities

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 Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

 Financial Planning (FP) and Portfolio Services

 Execution of transactions post FP and on periodical basis

 Manage Private Wealth, PMS and AIF fund related queries

 Ensure delivery of various MIS reports as per requirements

 To develop short term and long term sales strategies for the WM business in line with the

overall strategic goals of the organization

 To establish standardized and efficient sales processes to ensure quality control and efficient

customer service delivery

 Ensure discipline of asset allocation

 Achieve a balance of revenue streams through sale of MF which will build a steady annuity

flow and through all other asset class

 To drive strong client servicing and client engagement parameters, to enhance market

credibility and deliver superior value proposition

 Continuous learning, to be better equipped than our competitors

 To closely observe, evaluate and monitor the client positions, portfolio allocations and

ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance

and Research Teams

 To ensure adherence to internal and external Financial advisory guidelines and Risk Policies

and ensure standards are in place to minimize mis-selling instances

 To continuously scan the competition / market and report on emerging trends or any new

development or business opportunities for WM

 Revenue Generation

 Build AUA

Skills

 Excellent communication

 Proven skills of significantly improving the structure and readability of written

communication

Lives the Company Values

 Business Awareness & Market Knowledge

 Customer Centricity.

 People Connect

 Result Orientation

 Networking Ability