Wealth Manager - HNI/HNW

Job Description -Wealth Manager

Monitor and address HNI client's investment requirements

Acquisition of new High Net worth Clients for the branch

Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals

Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

Achievement of monthly sales and income targets set across all products

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

Conduct risk profiling of all mapped clients for better advisory on investment needs

Ensure profitability of the portfolio: Generate high Income per Customer

Regular contact with all mapped clients through weekly / monthly calls

Resolution of queries of all mapped clients within TAT specified

Ensuring need based product approach towards clients and regular reporting of product penetration

Reaching out to all mapped clients on a periodic basis and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)

Key Skills:

Ability to manage relationships to improve relationship value of existing customers

Ability to build and maintain long term relationships, deepening relationship and growing revenues

Passion as well as Acumen for Finance and Financial Products

Good Understanding of the Macroeconomic environment and its impact on the various investment products/strategies

Basic knowledge of MS Office - Excel, Word, PowerPoint

Ability to provide seamless and superior service

Educational Qualifications:

PG - MBA/PGDM in Finance/Marketing from reputed B-Schools

CFA/FRM certifications will be an additional advantage

Experience: 4+ Years

Pkg for Delhi up to 15 lakhs

For Bengaluru up to 18 lakhs

Please share your cv or speak to 9990164275

Syed

Talent Acquisition Manager

San management Consultancy

9990164275