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05/02 Melissa Farro
Consultant - Talent Sourcing at RightMatch HR Services Pvt. Ltd.

Views:298 Applications:73 Rec. Actions:Recruiter Actions:41

Senior Manager/AVP - Wealth Management (2-16 yrs)

Mumbai Job Code: 62160

Company: Leading Private Wealth Management Company.

Title: Financial Advisor

Department: Wealth Management

Designation: Senior Manager / AVP

Reporting to: Cluster Head

Location: Mumbai

Work days: 5

Job Description:

- Monitor and address HNI/UHNI clients banking and investment requirements.

- Use financial acumen and investment expertise to review client's financial goals, align client's need through incumbent strategy, seamlessly align service delivery for enhanced experience, thereby helping the client to reach his short term and long-term investment goals.

- Proactively growing clients- portfolios through regular client interaction, on-going financial planning and proactively managing the client-relationship.

- Formulate outbound and inbound sales plans to acquire new HNI customers for increasing customer base to the portfolio.

- Conduct risk profiling of all mapped clients for better advisory on investment needs.

- Ensuring client contact-ability at all times and maintain MIS of clients.

- Resolution of queries of all mapped clients within TAT.

- Ensuring need-based product approach towards clients and regular reporting of product penetration.

- Reaching out clients on a periodic basis and cross selling as per demographic, life style and risk profiling.

Key Activities :

- Reporting as per pre-defined timelines

- Meeting key stakeholders/ Customer/ Product Team

- Approvals/ sanctions

- New Client Acquisition

- Cross selling / up-selling

- Client meetings wit large clients

Please note : The above mentioned description is just a gist of the profile. Detail discussion will happen at the time of Personal round of discussion.Needless to state that the complete interaction will be held in utmost confidence.

For any further queries, write us or call us on +91 8356987240.

Await for your reply.

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