Wealth Manager - Client Engagement - Broking & Financial Services Firm

Wealth Manager

Leading broking and financial services firm :

- Responsible to acquire AIF's, PMS, Large Investors & service these Money Mangers; Institution like clients. Manage and advise clients on their direct equity investment and generate broking revenue

- Work on entire life-cycle of initiating service to Large Investors, pitching ideas, organizing analyst meetings, manage road shows to increase the business flow.

- Manage Client Engagement & Client Acquisition - Focus on Business Enhancement

- Organise Expert calls /Dealer events and Interaction with private company promoters - engage & make detailed presentations highlighting the differentiated value proposition offered, new product and research ideas, etc.

- To ensure strong client servicing and engagement with client by allocating focused dealing support to enhance credibility and deliver a value proposition.

- Clientele includes Large Individual Investors/ Family Offices/ PMS/ AIFs'/ Money Managers etc.,