Posted By
145
JOB VIEWS
56
APPLICATIONS
22
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Sales & Marketing
Job Code
1449459
Our client is a well known financial institution looking out for Managers, Teamleads & Regional Manager for its private wealth segment.
The candidate would be responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients & offer wealth advisory services. Need to ensure growth of AUM or book size.
Key Deliverables:
1) Critical:
- Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM / Book Size
- Responsible for achieving targets based on acquisition and revenue generation through investment products.
- Responsible for business development through acquisition of high net-worth clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
2) Routine:
- Analyse client portfolios and make necessary suggestions.
- Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite
- Provide regular updates to the immediate superior as and when required
- Create and enforce plans that will help meet the needs of the customer.
If keen, please reach out on call/ WhatsApp 9719198789
Didn’t find the job appropriate? Report this Job
Similar jobs that you might be interested in
Posted By
145
JOB VIEWS
56
APPLICATIONS
22
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Sales & Marketing
Job Code
1449459
Featured Institute
Download the iimjobs app to
apply for jobs anywhere, anytime
Download on
App Store
Get it on
Google Play
Scan to Download