Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Sales & Marketing
Job Code
1418789
Strategic Upselling of Mutual Fund Products:
- Develop and execute strategic plans to upsell mutual fund products to Retail and High-Net-Worth Individuals (HNI) based on the assigned database.
- Drive initiatives to generate fresh leads through referrals and networking to expand the clientele base effectively.
Setting and Achieving Business Targets:
- Set ambitious yet achievable business targets for the team in terms of upselling products and enhancing client net worth relationships.
- Provide guidance and support to team members to ensure targets are met consistently.
Client Profiling and Relationship Management:
- Lead the team in profiling clients to understand their financial needs comprehensively.
- Provide expertise in recommending tailored financial products and solutions to meet client requirements, thereby strengthening client relationships.
Ensuring Exceptional Service Standards:
- Establish and maintain the highest standards of service delivery to clients and HNI customers.
- Implement processes and systems to ensure prompt and efficient resolution of client queries and concerns.
Offering Strategic Investment Planning and Advice:
- Provide strategic investment planning and advice to clients, leveraging in-depth market knowledge and financial expertise.
- Lead the team in delivering personalized investment solutions aligned with client goals and risk tolerance.
Driving Sales and Revenue Targets:
- Develop and implement sales strategies to achieve sales and revenue targets across a diverse product mix.
- Analyze market trends and client feedback to identify opportunities for revenue growth and product innovation.
Acting as the Key Point of Contact:
- Serve as the primary point of contact for assigned clients, ensuring seamless communication and relationship management.
- Foster strong client engagement by proactively addressing their needs and providing value-added services.
Acquisition and Servicing of HNI/UHNI Clients:
- Lead efforts in acquiring and servicing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), leveraging relationships and expertise.
- Develop customized wealth management solutions to meet the unique financial objectives of HNI/UHNI clients.
Preferred Qualifications:
- NISM Certification preferred: Candidates with NISM Certification demonstrate a strong understanding of securities markets and regulatory requirements.
- Proven Leadership Experience: Prior experience in a leadership role within the financial services industry, with a track record of driving team performance and achieving business objectives, is highly advantageous.
Didn’t find the job appropriate? Report this Job
Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Sales & Marketing
Job Code
1418789