Senior Wealth Manager - BFSI

Responsibilities and Duties :

1) Client Service :

- Extensive communication with clients.

- Ability to discuss investment performance, economic and market trends

- Presentations to clients on financial and tax planning options and opportunities.

- Profiling Customers and provide financial products to meet customer needs

- Formulating the strategies to increase the client base and acquisition of Institutional clients.

- Providing advisory services into various instruments like MF, PMS, Bond, Equity.

- Develop and/or deliver private wealth education sessions to clients and his peers.

- Assist in developing, implementing and communicating new procedures, products, and portfolio enhancements to service the clients.

2) Financial Planning :

- The core task is to strategize, drive and increase wealth business in order to achieve revenue targets in the Wealth segment.

- Develop knowledge of the client's entire financial and family situation and be able to structure a goal based investment plan.

- Understand and coordinate income tax planning and work closely with the client's tax advisors.

- Evaluate and discuss options to meet client philanthropic goals.

- Seek to establish a level of trust and confidence with the client so that any financial issue can be addressed and solutions offered.

3) New Business Development and Marketing :

- Develops leads and referrals from current clients and outside contacts.

- Participate in sales meetings with prospective clients.

- Assist the Product and wealth research team with market and stock research updates.

- Selling products of Mutual Fund, Bonds, IPO and also Cross-selling of other financial products of the organisation.

Reports to : National Head and parallel reporting to Regional Business Head.