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19/11 Nitin Sharma
Founder at JobsLo Consultants

Views:7 Applications:7 Rec. Actions:Recruiter Actions:4

Wealth Counselor - Private Wealth (3-5 yrs)

Mumbai Job Code: 136452

Broader Role / Responsibilities :

- Customer Acquisition Minimum of Rs. 25 Lakhs 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 mis-selling 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 / Asset Classes

- Financial Planning / Portfolio Management

- Selling Skills / Customer Acquisition

- Valid Mandatory Certificates as per regulatory requirement/s

Requirements :


- 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 requirement/s)

- Joining Time: ASAP

- CTC : As Per Industry

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