Zonal Head - Wealth Segment - Investment Bank

Zonal Head - Wealth ( A Leading Investment Bank )

- Use financial acumen and investment expertise to review a clients information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.

- Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- Focus on business development and achieve growth in relationship value, revenues & improve client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

- Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.

Skills and Competencies :

- Ability to use & analyse data tools related to wealth products

- Benchmarking Peers/ Execution on Key Initiatives/Management Discussion/ MIS Review

- Maintaining external network i.e. to maintain contact with the customers

- Attitude to service clients by providing them smooth and superior service delivery

- Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization

- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

- Decision making skills with strong sense of ownership and ability to work under pressure.