Wealth Management Role - Client Acquisition/Relationship - HNI Clients - Financial Services

We have an excellent opportunity for you into Private Client Group NBFC into wealth management.

Job Location: Hyderabad

Experience required: Graduate with 5 to 8 years / Post graduate from a premier institute with 2 to 5 yrs exp in direct selling

CTC Offered: Maximum 23 LPA (Depending upon last drawn CTC and experience)

KEY RESPONSIBILITIES AND ACCOUNTABILITIES:

- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with HNI / High net worth clients

- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth - creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the clients profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization

- Will be primarily responsible for identifying, and souring clients in equity broking

- Cross-Sell of Third party investment products like Mutual Funds, Bonds, PMS & Structured products. Along with the bouquet of asset products- such as working capital loans, term loans, LAP, AL, HL, LAS and so on

- Responsible for achieving targets as assigned by the organization on a monthly basis

- Understands clients risk profile and maximizes the risk vs. reward balance for individual clients by optimizing product mix

- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry

- Provide regular updates to the immediate superior as and when required