Senior Manager/Investment Counselor - Private Wealth - Mutual Fund

Salary offered: 10 - 25 LPA

1) Designation - SR Manager -- Private Wealth

Job Responsibilities:

Estimating, Forecasting and tracking of sales & revenue numbers

Develop and manage relationships with Emerging Affluent clients provide investment products and services in line with their financial needs & objectives

Meet the Revenue targets for self and assigned team

Proposing Asset allocation/Portfolio maintenance/Review of portfolio

Team Management :

Manage a team of Premier Wealth Managers who interact with clients

Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity

Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the Premier Wealth Managers

Ensure regrettable attrition is under control

Coach & train Premier Wealth Managers on all products.

2) Designation - Investment Counselor

Job Responsibilities:

Driving Investment product Advisory through Wealth Team(PWM/Sr.PWM/T.L.s)

Planning and driving investor knowledge programs (IKP).

Capability building for Investment Advisory on Mutual funds, Equity PMS, Real Estate PMS, Private Equity and Derivative based structured products through Training & Joint Calls.

Ensure continuous process learning for Investment product.

Deliverables -activation, retention/win back and revenue.

Maintain Relationship with principle (like AMC, Insurance co)

Portfolio Analysis of Client

Process Management

Data analysis of the respective region to target relevant client base

Educational campaigns and activities to increase awareness about product also services being offered by us to increase the client base