Specialist/Relationship Manager - Wealth Acquisition
Company Name: Spark PWM Private Limited.
Key Responsibilities:Client Acquisition:- Identify Prospects: Research and identify potential high-net-worth individuals (HNWIs) and institutional qualified clients who could benefit from the firm's wealth management services.
- Networking: Develop and leverage a network of contacts to generate leads and referrals. This often involves attending industry events, seminars, and social gatherings.
- Outreach and Engagement: Conduct initial outreach to qualified clients through various channels, email marketing, and face-to-face meetings.
Sales and Marketing:- Pitching Services: Effectively communicate the firm's value proposition, services, and investment strategies to prospective qualified clients.
- Customized Solutions: Understand the unique needs and goals of each prospect and tailor proposals to address these requirements.
- Collaboration with Marketing: Work closely with the marketing team to develop and implement targeted campaigns and promotional materials.
Relationship Management:- Building Trust: Establish and maintain strong, trust-based relationships with new qualified clients.
- Onboarding: Facilitate the onboarding process for new qualified clients, ensuring a smooth transition and introduction to the firm's services.
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Client mapping & Retention: After acquisition transition to the senior relationship manager and ensure efficient retention of qualified clients.
Market and Industry Analysis:- Market Trends: Stay informed about market trends, regulatory changes, and competitive landscape to better position the firm's offerings.
- Client Insights: Gather and analyze insights from qualified clients and prospects to continuously refine and improve service offerings.
Performance Reporting:-
KPIs and Metrics: Track and report on key performance indicators (KPIs) related to client acquisition, such as number of new qualified clients, AUM growth, and conversion rates.
- Strategic Input: Provide feedback and strategic insights to senior management based on interactions with prospects and market observations.
Key Skills:1.
Sales and Negotiation: Strong sales acumen and negotiation skills to effectively pitch services and close deals.
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Communication: Excellent verbal and written communication skills to articulate complex financial concepts clearly and persuasively.
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Interpersonal Skills: Ability to build and maintain relationships with a diverse range of qualified clients and stakeholders.
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. Financial Acumen: Deep understanding of financial products, investment strategies, and wealth management principles.
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Networking: Proven ability to network and build connections within the industry.
6. Analytical Skills: Ability to analyze market data, client needs, and competitive landscape to inform strategic decisions.
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. Adaptability: Flexibility to adapt to changing market conditions and qualified client needs.
8.
Integrity and Trustworthiness: High ethical standards and integrity, essential for building trust with qualified clients.