Manager - Private Wealth Advisor - Client Servicing

Overview:

- As a Manager - Client Servicing (Private Wealth Advisor), you will play a pivotal role in catering to the needs of our Ultra High Net Worth Individuals (UHNIs) and clients, primarily by promoting Mutual Funds products aligned with their financial objectives.

- Your responsibilities will encompass client relationship management, sales targets attainment, lead generation, and offering tailored financial solutions.

Key Responsibilities:

- Promotion of Mutual Funds Products: Drive the promotion and sale of Mutual Funds products among UHNIs and clients in alignment with their portfolio objectives.

- Lead Generation: Generate fresh leads leveraging existing client portfolios, identifying potential opportunities for upselling and expansion.

- Business Target Achievement: Meet and exceed business targets by effectively upselling Mutual Funds products and enhancing client net worth relationships.

- Customer Profiling: Conduct thorough customer profiling to understand their financial needs and preferences, offering suitable financial products and solutions.

- High-Level Service Delivery: Ensure the delivery of the highest levels of service to UHNI clients, maintaining strong relationships and meeting their expectations.

- Investment Planning and Advice: Provide expert investment planning and advice across a range of financial instruments including Mutual Funds, Bonds, and Alternative Investment Funds

- Market Analysis and Trends: Stay abreast of market trends, economic developments, and regulatory changes impacting the financial landscape.

- Utilize this knowledge to provide informed investment recommendations and adapt strategies to changing market conditions.

- Portfolio Management: Collaborate with clients to construct and manage investment portfolios tailored to their risk tolerance, financial goals, and time horizon.

- Continuously monitor portfolio performance and recommend adjustments as necessary to optimize returns and mitigate risks.

- Client Education and Empowerment: Empower clients with financial literacy and understanding of investment products and strategies.

- Conduct regular educational sessions and workshops to enhance clients' financial knowledge and decision-making capabilities.

- Cross-Selling and Referral Programs: Identify cross-selling opportunities within the organization's product suite and leverage referral programs to enhance revenue generation and deepen client relationships.

- Collaborate with internal stakeholders to offer comprehensive financial solutions aligned with clients' needs.

- Technology Integration: Embrace technology solutions and digital platforms to streamline client servicing processes, enhance efficiency, and deliver personalized experiences.

- Leverage digital tools for portfolio analysis, reporting, and communication, fostering convenience and accessibility for clients.

- Risk Management and Compliance: Ensure strict adherence to regulatory guidelines, internal policies, and compliance standards in all client interactions and business activities.

- Proactively identify and mitigate risks associated with client portfolios and investment strategies to safeguard client interests and maintain regulatory compliance.

- Continuous Professional Development: Pursue ongoing professional development opportunities, including industry certifications, training programs, and seminars, to enhance expertise in wealth management, financial planning, and investment advisory services.

- Stay updated on industry best practices and emerging trends to remain competitive in the marketplace.