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06/03 Ash
MD at IQ Group

Views:1016 Applications:143 Rec. Actions:Recruiter Actions:94

Manager/Senior Manager/AVP - Financial Advisory - Wealth Management (5-10 yrs)

Ahmedabad/Delhi NCR/Kolkata/Mumbai/Pune Job Code: 806141

1. Implement sales strategies to drive growth in business volumes through client acquisitions


2. Understand client needs to develop customised asset allocation solutions in various products(real estate advisory, real estate fund, equity investment, private equity fund, debt, insurance, commodity funds, broking, PMS, margin funding and bonds)


3. Optimise risk weighted returns to clients


4. Increasing client's profitability from the wealth products


1. Responsible for overall target achievement


2. Achieve the client acquisition target and the revenue target outlined by the management from time to time


A 1. Understand client's attitude towards taking risk and deliver innovative investment stategies


A 2. Constantly monitor, review and update client portfolios based on timely analysis of market dynamics and rebalance them accordingly


B 1. Increase client engagement by regularly having product/portfolio meets with them


B 2. Acquire new clients by initiating customer referral drives

- Ensure close relationships with the Product Advisory Team and the Customer Service Team to further leverage association with the clients

- Ensure internal processes are adhered to with regard to KYC norms and standard documentation processes within said TAT

- The incumbent would be responsible for the acquisition of 24 HNI clients anually (with surplus investment amounts of Rs. 50 Lacs and above)

Looking at candidates from Banks and Retail Brokerage only

Post Graduate (MBA-FINANCE or MARKETING/CA/CFA)

AMFI Certified, IRDA Certified

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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