Job Description -Wealth Manager

- Monitor and address HNI client's investment requirements

- Acquisition of new High Net worth Clients for the branch

- Use financial acumen and investment expertise to review a client's personal data, align clients 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

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of monthly sales and income targets set across all products

- 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

- Ensure profitability of the portfolio: Generate high Income per Customer

- 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

- Reaching out to all mapped clients on a periodic basis and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)

Key Skills:

- Ability to manage relationships to improve relationship value of existing customers

- Ability to build and maintain long term relationships, deepening relationship and growing revenues

- Passion as well as Acumen for Finance and Financial Products

- Good Understanding of the Macroeconomic environment and its impact on the various investment products/strategies

- Basic knowledge of MS Office - Excel, Word, PowerPoint

- Ability to provide seamless and superior service

Educational Qualifications:

- PG - MBA/PGDM in Finance/Marketing from reputed B-Schools

- CFA/FRM certifications will be an additional advantage

Experience: 4+ Years

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