Private Wealth Manager - Asset Management Firm

Private Wealth Manager - Asset Management Company (Need only from an AMC)

Private Wealth Manager (Need only from an Asset management Company)

Reporting to: Chief Business Officer

- We are looking for HNI's/UHNI's Wealth Manager who can contact HNI's/UHNI's over the phone and meet in person to establish and maintain a strong relationship with HNI's/UHNI's and acquire new HNIs/UHNI's by introducing our products. The person should also be capable of developing business by up-selling, cross-selling, SIP/STP and rendering satisfiable customer service.

- If you're a highly driven individual who enjoys working in teams to develop complex solutions, this is the role for you. Key skills include:

- Advising clients about financial products and services

- Determining the best strategies to meet clients' financial goals and analyzing financial information from clients.

- Examining investment options to determine compatibility for client financial plans.

- Implementing wealth accumulation strategies and management strategies, which may include complex and sophisticated approaches to reach your life goals.

- Meeting Sales targets of Inflows.

- Establish and maintain stronger relationship with existing high net worth investors and thus generating business and references to meet the sales targets assigned.

- Efficient in making calls and meetings with high-net-worth investors.

- Achieve given targets on cross selling, upselling and SIP/STPs.

- Providing excellent customer service and helps investors with financial planning to the HNI's/UHNI's

- To handle portfolio of HNI/UHNI customers and cross sell various products according to clients need.

- Acquire new customers through referrals from existing customers who meet product criteria.

- Enhance the Overall value/book size of the portfolio.

- Maintain the overall quality / hygiene parameters of the portfolio.

- Attrition control of customers

- Achieving MTD and YTD Revenue Targets

- Ensure to build and maintain a strong sales pipeline through effective prospecting and lead generation.

- Set clear performance expectations, provide coaching and feedback to improve the performance and develop future talent.

- Drive direct sales efforts, actively engaging with potential customers, and building strong relationships to convert leads into sales.

- Conduct sales presentations, demonstrations, and negotiations to influence decision- making and close deals.

- Ensure timely and accurate reporting of sales activities and customer feedback to senior management.

- Strong understanding of equity products and markets.

- Excellent Sales, communication, and interpersonal skills with an ability to build and nurture relationships with HNI, UHNI clients.