DesignationManager/ Sr ManagerWealth Management.
Job Profile:.
- Develop and provide solutions to the client's basis their requirements.
- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles.
- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM.
- Initiate portfolio review of the existing investors in a timely manner.
- Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends.
- Share regular updates with the investors with regards to the schemes, research papers, etc.
- Conduct regular marketing activities in coordination with the regional marketing team and product team.
Must Haves:.
- Excellent socializing and relation building skills.
- Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.
- Should be a confident individual and must conduct and present themselves well in front of client.
- Able to analyse the requirement of the client's basis their financial goals and have strong logical and numerical ability.
- Ability to deal with stress and follow procedures.
- Has good emotional stability and conscientiousness when dealing with achieving targets.
- Should always identify opportunities for greater profit.
- Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation.
Desired Candidate Profile:.
- Candidate Should have minimum 6 to 8 years of experience in Wealth Management, Financial Planning & Investment Advisory.
- Possession of requisite certifications will be an added advantage.
- Should have exposure in all Wealth Instruments viz. , Insurance, FD, Mutual Fund, PMS, AIF etc.
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