Job Title: Team Leaders – Wealth Management
Industry: Wealth Management/Broking Companies/Banks.
Salary : 20 - 25 lacs for Jaipur and 25+ Lacs for Hyd & Blr
Qualification & Experience: MBA, CA, Cost Accountant with 8-15 years experience.
Reports to: Zonal Head
Reportees : 3/4 Financial Advisors / Sr. Financial Advisors
- Grow the Assets under Advice
- Achieve Revenue Targets for Self & Team
- Client acquisition/Management
- Team Management/Focused Approach /Team Motivation
1.To develop and manage relationships with High net worth clients in order to provide them with investment products and services in line with their risk profile
2.Proposing Asset allocation/Portfolio maintenance/Review of portfolio
3.To meet the revenue and product mix targets for self and assigned team
4.To have/develop specialized knowledge on the following for self and team:
- Private Client Product Suite ,
- Indian Stock Market/Indian Mutual Funds,
- Diversified nature of Indian Real Estate market,
- Fixed income and alternate assets classes like Hedge funds/ Private Equity/Structured products/Venture Capital Funds
5.To continuously track market trends and customer requirements and give feedback to the product team in designing new products based.
6.Good Quality, timely & Proactive services to top notch clients
1.Good Communication and presentation skills .
2.Good Knowledge of Wealth Management products & services/offerings
3.Good experience of handling High Network Clients for their wealth management needs
4.Networking skills, strike relationships and build on contacts
5.Team management/Coaching skills
6.Customer Centric/service and process orientation
Reply with your current salary and CV to email@example.com