RM/Sr RM - Wealth Management - HNI - NBFC

Role: RM/Sr. RM

Industry: NBFC

Product: Wealth Management

Job location: Mumbai/ Bangalore/ Chennai/Delhi

Compensation: 10-14 LPA

- To identify potential HNI clients through referral networks

- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly / monthly Calls. Daily tracking of & personal meeting with Clients

- To ensure 100% client penetration for business sourced by building relationships & enabling increase in share of wallet & revenues

- To undertake financial needs analysis, risk profiling & develop an investment portfolio for customers

- To offer portfolio & investment solutions to clients

- To periodically review the existing portfolios & market trends & advise new investment plans to de-risk against attrition & achieve stability of book

- To achieve defined sales targets of assigned portfolios

- To maintain projected fee income at budgeted numbers

- To follow the ethical and fair practices code for selling products

- To ensure regular availability of research material and inputs to the clients

- To ensure that customer promises are kept and their grievances are adequately addressed or highlighted

For more details please reach me at: (M):9867370384