Responsibilities : 

- Customer Acquisition Minimum of Rs. 25 La khs and above investable surplus

- Manage Private Wealth, Portfolio Advisory 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 Private Wealth 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

- Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow

- 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 misselling instances

- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management ( WM )

- Revenue Generation

- Build Asset Under Advisory ( AUA )

- Customers Success is Our Success.

Functional Competencies :

- Macro Market & Economy Understanding

- Expert Level Understanding on Financial Products / A sset Classes

- Financial Planning / Portfolio Management

- Selling Skills / Customer Acquisition

- Valid Mandatory Certificates as per regulatory requirement/s-

Requirements : 

- MBA/PGDBM /CFA

- At least 3 - 4 years working within a sales environment preferably in a BFSI / Finance sector.

- Fluency in English, Hindi & any one regional language

- Excellent communication skills - verbal and written & Excellent telephone skills

- High degree of accuracy

- NISM certification preferred ( Valid Mandatory Certificates as per regulatory requirements )

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