Client Acquisition Role - HNI/Ultra HNI - Private Wealth

Opening for client acquisition -HNI/Ultra HNI

Location : Pan India

Reports To : Regional Head(Wealth)

Reportees : TL-Premier wealth/Sr.TL-Premier Wealth

Job Responsibilities :

I. Estimating, Forecasting and tracking of sales & revenue numbers

II. Develop and manage relationships with Emerging Affluent clients - provide investment

III. products and services in line with their financial needs & objectives

IV. Meet the Revenue targets for self and assigned team

V. Proposing Asset allocation/Portfolio maintenance/Review of portfolio

Team Management :

I. Handling The team of 6-7 Units of Team Leader & Sr Team Leader who's Handling the team of

Premier Wealth Manager :

II. Manage the distribution of leads/resources to the team to ensure optimum manpower utilization & plan sales activity

III. Have sales hurdle with the team & make sure a continuous interaction is carried among the team members & solve all related problems of the TL- s

IV. Ensure regrettable attrition is under control

V. Coach & train Of Team Leader for all responsibilities

Salary offered : 9-20 LPA

IF INTERESTED, KINDLY REVERT BACK WITH UPDATED CV