KredX - Wealth Manager

Wealth manager

It requires the candidate to do Business Development , market scoping, arrange meetings, prepare pitches/decks, present it to Corporates , HNI and UHNI , manage follow-ups to sell products.

- Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.

- Ensure high level of client ownership, service orientation and satisfaction

- Educate HNI's UHNI's and corporates of new products or product enhancements to further expand the relationship.

- Plan and conduct special sales initiatives and events for prospective and existing HNI / UHNI / Corporate clients.

- Maintain complete relationship record for assigned HNI / UHNI / Corporate accounts.

- Track customer complaints/queries and turnaround times for customer satisfaction

Requirements :

- 5-7 years of experience in banking / finance sector as a wealth RM / RM.

- Knowledge/ Experience of selling Third party revenue products like PMS /Bonds / AIF would be given weightage.

- Looking for someone who is highly structured and can create order and rigor in running the organization

- Should be a confident communicator, driven & tenacious.

- Should possess strong written and verbal communication skills.

- Should be a team player.

- Should be able to influence team members across all levels without the need for direct authority