Job Responsibilities:
- Customer Acquisition: Minimum of 1 Cr. - 5 Cr and above investable surplus.
- Financial Planning (FP) and Portfolio Services.
- Execution of transactions post FP and on periodical basis.
- Manage Private Wealth, PMS and AIF fund related queries.
- Ensure delivery of various MIS reports as per requirements.
- To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization.
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.
- Ensure discipline of asset allocation.
- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class.
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition.
- Continuous learning, to be better equipped than our competitors.
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams.
- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances.
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM.
Revenue Generation - Build AUA.
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