Its an Individual Role. - Accountable for the performance of an individual's own client book. - Deliver Net New Cash, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix). - Generate a healthy pipeline of target market prospects and convert them into clients. - Grow client portfolio size by deepening existing customer relationships. - Implement an asset allocation in line with the client needs and model portfolios as benchmarks. - Deliver, monitor and review solutions to clients based on client investment profile and in consultation with central product &amp; research team - Conduct periodic reviews of client accounts in accordance with established procedures. - Deliver profitable growth by controlling costs and mitigating operational losses. - Comply with applicable rules, regulations, and processes as defined by regulators/management

Hyderabad

Kolkata

Pune

Associate Director - Wealth Management - NBFC 

Associate Director - Wealth Management - NBFC  ,Job Description for Associate Director - Wealth Management - NBFC  in Sapphire Management Consultancy in  Hyderabad Kolkata Pune for (3-15) years of experience. Apply Now!

Job Description for Associate Director - Wealth Management - NBFC  in Sapphire Management Consultancy in  Hyderabad Kolkata Pune for (3-15) years of experience. Apply Now!