Roles & Responsibilities: - Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments) - Client acquisition in the UHNI and HNI segments - Monitor and address UHNI and HNI clients investment requirements - Identifying client in relevant segments - Maintain consistent engagement with prospects and clients - Leverage marketing and other tools to augment sales and relationship - Client relationship (in addition to what is mentioned) - Ensure client retention and increase in wallet share - 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 reach short term and long-term investment goals - Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Conduct risk profiling of all mapped clients and showcase investment products as per the client risk profile - Resolution of queries for all managed clients within TAT specified - Engage with various client segments to solutionise and offer Mercer global investment offerings in the areas of operations risk, international asset allocation. Knowledge & Skills: - Ability to manage relationships to improve relationship value of new & existing Clients - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory requirements NISM and other certifications relevant to an RIA and distribution business (preferred not mandatory)

Mumbai

Bangalore

Private Wealth Management Role - Investment Advisory Firm 

Private Wealth Management Role - Investment Advisory Firm  ,Job Description for Private Wealth Management Role - Investment Advisory Firm  in Virtuoso Staffing Solutions Pvt Ltd in  Mumbai Bangalore for (9-22) years of experience. Apply Now!

Job Description for Private Wealth Management Role - Investment Advisory Firm  in Virtuoso Staffing Solutions Pvt Ltd in  Mumbai Bangalore for (9-22) years of experience. Apply Now!