SBICAP Securities - Wealth Manager - Acquisition - HNI/UHNI

We have Urgent Opening for Wealth Manager - Acquisition.

Location : Bangalore

Please find below Job Description for your reference :

- Responsible for driving the advisory proposition for the branch/region/Clients mapped as per prescribed guidelines

- Track competition and take great initiatives and come up with new and improved ideas for improving the advisory proposition

- Profiling Customers and provide financial products to meet customer needs

- Deepen the relationship by Cross selling offered Products and Services according to Customer Needs

- Acquire new customers who meet product criteria through cross-referencing

- Ensure regular meeting with new clients and convert them to avail our services.

- To carry out scientific financial planning & related activities for the clients basis their financial goals, liabilities and other requirements

- Understand all products on the approved list and be able to articulate recommendation and house view to clients

- Contribute to the house view on direction of equity & debt markets & other asset classes.

- To stay ahead of the curve, recommend new asset classes to central team where clients might be expressing interest

- Build assets under advisory through effective implementation of the advisory proposition

- Meet existing clients & seek references of new clients

Nelson K.