Senior Vice President - Investment Advisory

Reporting to: Managing Director

About the role:

In this key role, the incumbent will act as an experienced and trusted representative of the org. to its clients and deliver a range of bespoke services to high profile and successful Institutions, Corporates, Retiral Benefits, PF's and Gratuities through meaningful Product differentiation and Advisory services.

Key Responsibilities :

1. Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.

2. Track the PF/ Institutions / Corporates segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios.

3. Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness.

4. Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling.

5. Formulate outbound and inbound sales plans to acquire new PF/Corporate/Institutional Clients for increasing the customer base of the portfolio.

6. Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.

7. To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.

Qualifications & Skills:

- 8-16 years of Relevant experience in Investment Advisory / Wealth management

- MBA / CA or equivalent from a premium institute

- Relevant certifications (RIA level 1 & level 2 from SEBI, if successfully passed)