Senior Wealth Manager - HNI/UHNI

Exp: 2 - 6 years

- Candidates from Wealth Management, Broking, Securities, Automobiles (Should have good portfolio)

- Should have handled Book size/Ticket size of Rs 15-20 Crs.

- The Relationship Manager will be responsible for acquiring new clients (NTB)

- Maintaining client relationships and generate revenue.

- Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- To coordinate with product and research team (Centralize Team) for taking investment decision for the clients.

- Coordination with KYC team for documentation and compliance

- Acquiring, growing and deepening of large-customer relationships through effective relationship management.

- Achieve defined targets in terms of new customers added, mobilization and revenue

- Achieve a high percentage of customer satisfaction and retention.

- Achieve the Targets set in terms of product mix.

- Analyze the financial needs for the customers and suggest investment avenues in line with the Risk Profile.

- Work closely with the advisory team to manage customers investments

- Periodic Portfolio reviews for all customers

- Update & maintain all relevant MIS (Calls, Prospects, conversions, Business achieved, etc.)

- Serve as the one-point contact to the High Net Worth customers.

Key points -

- Candidate should have at least 2 years of experience into equities acquisition.

- Should have an experience handling HNI/UHNI Clients