AddressJob description :
- To develop short term and long-term sales strategies for the Wealth Management Business in line with the overall strategic goals of the organization and Department.
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.
- Strategies to achieve a balance of revenue streams through sale of MF /PMS 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.
- 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
- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
- 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 for the region.
- Ensure discipline of asset allocation
- Continuous learning, to be better equipped than our competitors.
- Financial Planning (FP) and Portfolio Services
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
- Execution of transactions post FP and on periodical basis
- Responsible for Individual and Team Revenue generation
- Build AUA
- Team Management
- To continuously scan the competition/market and report on emerging trends or any new development or Business Opportunities for Wealth Management.
Organizational Relationships :
- Works closely with the Sales, Research, Products and the Corporate Office Team to Align organisational and Departmental Goals and Deliver the desired objectives.
Skills :
- Team Management Skills
- Collaboration
- Excellent networking and communication skills
- Self-motivated and passionate about financial markets
- Keeps track of trends in the financial services industry
Qualification & Experience :
- MBA with specialisation in Marketing / Finance, CA
- Minimum of 10 To 15+ years of experience
- Must have operated Team Lead role for the last 5 Plus Years
Competencies :
- Lives the company values.
- Business Awareness & Market Knowledge
- Customer Centricity
- People Connect
- Result Orientation
- Networking Ability
