Wealth Manager - Investment Firm

Job Description :

Business Vertical: Wealth

Department: Wealth

Designation: Relationship Manager-Wealth

Line of Business: CFAB

Proposed Immediate Superior: Territory Sales Manager/ Regional Head

Grade: M3/M4

Major Deliverables :

- Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.

- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.

- Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients

- Profiling Customers and provide financial products to meet customer needs

- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- Ensure profitability of the portfolio: Generate high Income per Customer

- Acquire new customers who meet product criteria through cross-referencing.

- Person should have existing database of clients with him.

- Mutual Fund Sales, LIC of HDFC life & , PMS, cross sell of products- LAP/HL,LAS

Specialized job competencies :

- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth

Educational Qualification: Graduate / MBA/PGDM

Desired Experience: 4-10 years' experience