Senior Wealth Manager - HNI - AMC

Job Responsibilities:

Upselling Mutual Fund Products:

- Engage with existing clients from an assigned database to sell additional Mutual Fund products.

- Generate new leads through referrals to expand the client base.

Achieving Business Targets:

- Meet sales targets by upselling products and enhancing client relationships to increase their net worth.

Customer Profiling and Needs Analysis:

- Analyze client profiles to understand their financial needs.

- Recommend suitable financial products, particularly Mutual Funds, based on client requirements.

Service Excellence:

- Ensure high levels of service delivery and customer satisfaction for HNI clients.

- Act as a single point of contact for assigned customers, addressing their inquiries and concerns effectively.

Investment Planning and Advice:

- Provide personalized investment advice and financial planning to clients.

- Assist clients in optimizing their investment portfolios through Mutual Funds and other financial instruments.

Sales and Revenue Targets:

- Achieve set targets for sales and revenue, considering a diverse product mix in Mutual Funds.

Acquisition and Servicing of HNI/UHNI Clients:

- Focus on acquiring new HNI/UHNI clients and managing their investment portfolios.

- Build and maintain strong relationships with clients to foster long-term partnerships.

Job Requirements:

NISM Certification:

- Preference for candidates holding NISM (National Institute of Securities Markets) certification, indicating knowledge of Mutual Funds and securities regulations.

Experience:

- Prior experience in managing Retail/HNI clients, with a demonstrated track record in Mutual Fund sales and client relationship management.

Product Knowledge:

- In-depth understanding of Mutual Funds and other financial products available in the market.

Sales Skills:

- Strong sales acumen with the ability to meet and exceed sales targets.

Customer Service Skills:

- Excellent interpersonal skills to deliver superior service and build rapport with HNI clients.

Financial Planning Expertise:

- Ability to conduct financial planning and provide advisory services aligned with client goals and risk appetite