HR Executive at Seguro Private Wealth
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Seguro - Manager - Wealth Management (2-10 yrs)
Key Skills :
- Ability to manage & improve relationship value of existing customers.
- Ability to build and maintain long term relationships, deepening relationship and growing revenues.
- Ability to provide seamless and superior service delivery.
- Ability to ensure compliance with key regulatory level requirements.
- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
- Excellent oral and written communication skills with clarity of thought, speech and expression.
- Excellent interpersonal skills.
- Good Analytical Skills.
Job Description :
Role and Responsibilities :
- Responsible for acquiring preferred HNI clients.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI segment in the market for new client acquisition.
- To research, investigate and update themselves on available investment opportunities / financial market trend to determine whether they fit into clients' portfolios.
- Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long-term investment goals.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
- Conduct risk profiling of all mapped clients for better advisory on investment needs.
- Ensuring need-based product approach towards clients and regular reporting of product penetration.
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