Jobs
Job Description
Job Requirements:
- 8-18 years relevant experience in investment advisory / wealth management
- MBA from a premium institute or CA
- Relevant certifications
- Strong industry and product knowledge, including understanding of applicable compliance rules and regulations
- Ability to think and execute strategically, prioritize and resolve complex problems
- Detail-oriented with superior organizational and time management skills, including delegation of work
- Team player with the ability to collaborate with others
- Ability and interest to work in a fast-paced, evolving environment
- Ability to use and 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
Job Responsibilities:
- The incumbent will act as an experienced and trusted representative of the firm to its clients and deliver a range of bespoke services to high profile and successful HNIs and UHNIs through meaningful product differentiation and advisory services.
- Use financial acumen and investment expertise to review a client’s 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.
- Ensure compliance with key regulatory and organization level requirements
Job Requirement
Additional Information
Job Type | : | Full Time |
Experience | : | 8 - 18 years |
Location | : | Mumbai, India |
Qualification | : |