Private Wealth Manager - Private Client Group - NBFC

We have excellent opportunity for you into Private Client Group - Private Wealth with a leading NBFC.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES:

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI / High net worth clients.

- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.

- Will be primarily responsible for identifying, and souring clients in equity broking.

- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL,HL, LAS and so on.

- Responsible for achieving targets as assigned by the organization on a monthly basis.

- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix.

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry.

- Provide regular updates to the immediate superior as and when required.

- BFSI Industry Preferred