Overview
Job Description :
– Customer Acquisition Minimum of 1 Cr. – 5 Cr and above investable surplus
– Financial Planning (FP) and Portfolio Services
– Execution of transactions post FP and on periodical basis
– Manage Private Wealth, PMS and AIF fund related queries
– Ensure delivery of various MIS reports as per requirements
– To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
– To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
– Ensure discipline of asset allocation
– Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
– To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
– Continuous learning, to be better equipped than our competitors
– To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
– To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
– To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
– Revenue Generation
– Build AUA