AM - Private Wealth - PMS - AMC

Achieving Sales Targets: The primary responsibility is to meet both monthly and annual sales targets set by the organization.

Implementation of Relationship Management and Investment Advisory Strategies: This involves executing strategies aimed at building and maintaining strong relationships with clients while providing sound investment advice.

Sales Spread Management: Ensuring a balanced spread of sales across various financial products offered by the institution.

New Customer Acquisition and Existing Customer Penetration: Striving to bring in new customers while also deepening relationships with existing ones to increase their share of wallet.

Improving Customer Service: Focusing on enhancing customer service quality through leadership and strategy implementation, aiming for radical improvement in satisfaction levels.

- Customer Interaction and Onboarding: Engaging with new customers to explain product features and assisting them in the onboarding process.

- Continuous Improvement of Service Levels: Working towards constantly improving service standards to meet or exceed customer expectations.

- Customer Migration Targets: Ensuring that customers are migrating towards higher-value products or services offered by the institution.

- Market Analysis and Trends Monitoring: Stay abreast of market trends, economic indicators, and regulatory changes that could impact clients' portfolios.

- Use this information to provide timely advice and adapt strategies accordingly.

- Risk Management: Assess the risk tolerance and investment objectives of clients to recommend suitable financial products and strategies.

- Implement risk management practices to safeguard clients' wealth and mitigate potential losses.

- Cross-Selling and Referral Generation: Identify opportunities to cross-sell complementary products or services offered by the institution, such as estate planning, insurance, or lending solutions.

- Encourage referrals from satisfied clients to expand the customer base.

- Compliance and Regulatory Adherence: Ensure strict adherence to regulatory requirements and internal compliance policies.

- Maintain accurate records and documentation of client interactions, transactions, and suitability assessments to meet regulatory standards.