SBICAP Securities - Wealth Manager - Remote - HNI/UHNI

We have Urgent Opening for Wealth Manager - Remote.

Location : Bangalore

Please find below Job Description for your reference :

- Guiding customers for their Investments in MF & Equities, Debt products, Real Estate, Gold and other structured products over the phone.

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- Ensure profitability of the portfolio: Generate high Income per Customer

- Should be handling clients with ticket size of INR 1 Cr+.

- Should be managing a current book size / AUM of at least 80 Cr.

- Meet assigned revenue target

- Cross selling of Multiple financial Instruments.

- Servicing clients & portfolio management

- Ensuring Compliance of Operational policies and procedures

- Preparing MIS.

- System Updation and reporting.

Nelson K.