SPA Securities - Wealth Manager - Institutional Sales/Private Wealth

- Acquisition of clients in the Institutional /Corporate/HNI/Family Office space by (a) capitalizing on your existing relationship, and (b) further innovative and aggressive efforts for acquiring new relationships

- Marketing of various financial products by meeting the key decision makers and ensuring that long term business relationship is maintained

- Advising them on various product offerings viz Mutual Funds liquid, income, equity and other structured products, and Debt instruments (FDs, Bonds, NCDs), in consultation with operation team, after analyzing the risk appetite of the client

- Mapping the allocated territory for business potential and generating leads by various means to build and increase the potential clients for further sales

- Ensuring proper back end support is being provided in terms of servicing and adhering to the quality / compliance norms in servicing the clients better for increasing business volumes

- Acting as a nodal point for mapped relationships for initial sensing and bringing leads for other selective products/services offered by the Group companies