HR Executive at Seguro Private Wealth
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Seguro - Wealth Manager - Sales (5-10 yrs)
- Responsible for acquiring preferred clients (HNI / Ultra HNI).
- Maintaining client relationships and generate AUM from preferred clients.
- Advising HNI / Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the HNI / Ultra 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.
- Achievement of product-wise targets.
- 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.
- Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all mapped clients within TAT specified.
- Ensuring need based product approach towards clients and regular reporting of product penetration.
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