Team Leader/Team Member - Wealth Management - BFSI (3-15 yrs)
Team Leader / Team Member - Wealth Management
1. Identifying HNI & Ultra HNI clients and on-boarding them with the company.
2. Responsible for wealth management through the process of Financial Planning.
3. Profiling Customers and provide customized products to meet customer needs.
4. Effective co-ordination with HNI customers and operations for ease of servicing .
5. Regular customer engagement of mapped clients and updating new products
6. Acquisition of new clients and managing the existing base.
7. Knowledge of Mutual Funds, Insurance (LI & GI), PMS, FD, Bonds in all clients- portfolios and to Identify opportunities to cross-sell.
For Team Member :
- Must have managed collective Assets under Advisory size of Rs.5 cr and above - With more than 30 active clients .
Experience : 3-8 yrs
For Team Leader :
- Must have managed a team of atleast 4 members with collective AUM of more than INR 30 crs.
Experience : 10-15 yrs
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