AVP - Private Wealth - UHNI

Your role as AVP-Private Wealth focusing on upselling mutual fund products to Retail and High-Net-Worth Individuals (HNI) involves several key responsibilities and strategic objectives:

Developing Strategic Plans for Upselling:

- You will create and execute plans to upsell mutual fund products based on your client database, catering to both Retail and HNI segments.

- This involves leveraging insights from client profiling to tailor offerings effectively.

Generating Leads and Expanding Clientele:

- Drive initiatives to generate fresh leads through referrals and networking, expanding your client base strategically.

- This proactive approach ensures a continuous pipeline of potential clients.

Setting Ambitious Business Targets:

- Establish ambitious yet achievable business targets for your team, focusing on upselling products and enhancing client relationships.

- This requires a balance between setting high standards and ensuring practical execution.

Guidance and Support for Team Success:

- Provide guidance and support to your team members to help them consistently meet targets.

- Effective leadership and mentorship will be crucial in maintaining team motivation and performance.

Client Profiling and Tailored Solutions:

- Lead the team in comprehensive client profiling to understand financial needs deeply.

- This insight will enable you to recommend personalized financial products and solutions, strengthening client relationships.

Maintaining Exceptional Service Standards:

- Ensure the highest standards of service delivery to clients and HNI customers.

- Implement efficient processes for resolving client queries promptly, contributing to overall client satisfaction and retention.

Strategic Investment Planning and Advice:

- Offer strategic investment planning and advice, leveraging your market knowledge and financial expertise.

- This involves delivering personalized investment solutions aligned with client goals and risk profiles.

Driving Sales and Revenue Growth:

- Develop and execute sales strategies to achieve sales and revenue targets across a diverse product mix.

- Analyze market trends and client feedback to identify opportunities for growth and innovation.

Key Point of Contact for Clients:

- Act as the primary point of contact for assigned clients, ensuring effective communication and strong relationship management.

- Proactively address client needs and provide value-added services to enhance engagement.

Acquisition and Servicing of HNI/UHNI Clients:

- Lead efforts in acquiring and servicing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI), leveraging your relationships and expertise in wealth management.

Preferred Qualifications:

- NISM Certification: This certification demonstrates your understanding of securities markets and regulatory -requirements, which is beneficial in advising clients on investment products.

- Proven Leadership Experience: Prior leadership experience in the financial services industry is advantageous.

- Your track record in driving team performance and achieving business objectives will be critical in this role.