Senior Corporate Treasury Wealth Manager

Our Client is one of Indias leading business house. For their Financial vertical they are seeking Corporate and Treasury Services Wealth Advisors to work closely with Corporate clients and manage surplus funds for them.

Openings currently in : MUMBAI/ DELHI/ CHENNAI/ HYDERABAD

The product that you would need to be aware about would be MF (Debt Schemes, as Treasury Funds are parked for Fixed Income needs), Structured Notes, PMS, REITS. A good understanding of Debt Market is advantageous.

To engage with Institutional clients and manage client portfolios of corporates, banks and financial institutions, give updates, recommendations to enhance their portfolio yields and provide superior customer service.

Key Result Areas:

1. To undertake new client acquisition, retention & growth

- To execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly /monthly calls. Daily tracking of targets & personal meeting with clients. To identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc

- To ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues

- To undertake joint calls with research team / portfolio review of clients with research team / worksite for corporate clients.

- To work with the retail teams in arranging worksites in the premises of Institutional clients

2. To achieve targeted profitability & fee income

- To maintain sales volumes & achieve targeted revenue from all customers/ products

- To help in enhancing yields of clients portfolio by updating them with best possible option for investment as per the market scenario

- To maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them

3. To contribute to customer satisfaction initiatives

- To follow the ethical and fair practices code for selling products

- To ensure regular availability of research material and inputs to the clients

- To ensure that client promises are kept and their grievances are adequately addressed or highlighted

- To keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product/service mix

4. To ensure policy adherence and documentation

5. To formulate periodic MIS and track competitor moves and eport them periodically

- To send detailed periodic activity & sales reports to the AM/ZH/NH

- To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams

6. To contribute in team development and skill enhancement

- To ensure ongoing self development - attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services

- To handhold team members and provide the guidance to RMs to achieve their targets

- To help team members in understanding the products, processes & provide complete guidance to management trainees and colleagues

CTC upto 15 lacs.

TEAM FHS