Assistant Vice President/Deputy Vice President - Portfolio Manager - Wealth Management Firm

IC Role

Roles and Responsibilities"

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

Skills

- Excellent communication

- Proven skills of significantly improving the structure and readability of written communication