AddressJob Responsibilities / Key Deliverables:
- Customer Acquisition Minimum of 1 crore 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
- Customers Success is Our Success.
Functional Competencies:
- Macro Market & Economy Understanding
- Expert Level Understanding on Financial Products / Asset Classes
- Financial Planning / Portfolio Management
- Selling Skills / Customer Acquisition
- Valid Mandatory Certificates as per regulatory requirement/s
Behavioural Competencies:
- Customer centricity
- Result Orientation
- Collaborative Skills
- Innovative Approach
- Excellent communication & Presentation skills (both written, verbal & visual)
