Premier Wealth Manager - HNI/UHNI Segment

Premier Wealth Manager

- To prospect, acquire and retain clients & Dealing with HNI/UHNI clients on daily basis.

- To achieve budgeted targets in terms of number of clients/volume of business & assets.

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios.

- To understand clients- needs & requirements and accordingly position products & services.

- To coordinate with product and research team for taking investment decision for the clients.

- To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client.

- To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.

- To provide various investment performance reports and summaries to the clients.

- To build and maintain client bases, along with relevant comments/remarks for future reference.

- To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.

Qualification And Experience :

1. 2-15 years of experience in direct selling of financial products like Equity/PMS/Mutual Fund/ Life Insurance/ Bonds sales experience is only preferred. Candidate should have experience of in acquisition and servicing of HNI/UHNI clients.

2. Candidates having AUM (Asset under Management) experience and connect among HNIs, will have the advantage.

3. Effective communication & interpersonal skills.

4. Strong Relationship Management skills. (Candidates with existing set of customers are preferred)

Multi-tasking with crisis management capabilities.

5. Ability to maintain/attract long lasting client relationships.

6. Valid AMFI / IRDA Certifications

7. Pleasing and positive attitude.

8. Should be a self-starter, proactive & target oriented.

Remuneration :

An outstanding remuneration package that rewards professionalism and diligence will be on offer for the successful applicant as well as a well defined career path. An excellent package will be on offer for the right candidate, including an above industry base salary for the right person as well as the most complete employee benefit scheme. Don't miss out on this opportunity to join the market leader

Contact Person Name, Address & Nos.:

RAJAN
Perfect Placer
Mobile : 8368469496