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Job Description Summary:
Job Title: Financial Advisor
Department: Private Wealth Area of Operation
Sales Location: Mumbai
Grade: M1/V6/V5 (Sr. Manager / AVP/VP)
Reporting to: Cluster Head / Regional Head Last
Job Summary: Responsible for acquisition and maintenance of relationship with HNI/UHNI and corporate clients offering Wealth Advisory services.
Key Responsibilities:
Responsibilities
- Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services. Build and Manage relationships that result in successful long term partnerships
- Cross selling of the MOSL basket of Investment Products to all clients.
- Maintaining and leveraging on the relationship with clients acquired.
- Generating referrals and other such ideas to continuously grow business in terms of revenue, AUM and count of eligible families.
Key Work Relationships:
Type/Details:
Internal: Product Team, Operations team, Respective Product connects in other SBU
External Clients
Performance Indicators:
Performance Measurement Indicator:
Rank (Rank the indicators in order of importance)
- Client Acquisition & Revenue Generation
- Develop Product understanding & Domain knowledge
Person Specifications:
Specification / Details:
Experience:
- Essential 5 + years of experience in Wealth Management unit managing acquisition of HNI, UHNI, Corporate Clients. Total experience of at least 7+ years.
- Must be from a broking or banking background.
Other Skills:
- Excellent Communication & Presentation skills. Social and Influencing skills.
- Ability to develop long term relationships. Sales & Relationship management experience is necessary and must be demonstrated.
Educational specifications:
Minimum Qualification: MBA or CA or CFA
Preferred Qualification: MBA or CA or CFA Additional Certification / Trainings (desirable)
Training / Certification:
- NCFM Certifications - No
- AMFI Certification - YesYes
- IRDA - No
Competencies: (A competency would be defined as a behavior or set of behaviors that describes excellent performance, thus distinguishing an average performer from the outstanding one):
Behavioral / Technical:
- Ability to deal with people
- Capital Markets and their functioning
- Passion For Acquisition & Sales
- Client behavior & management
- Ability to deal with failures
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