Team Lead/Chief Manager/AVP - Wealth Management

Team Lead Wealth Management ( Grade Chief Manager/ AVP)

- Developed & Manage team of wealth manager.

- Provide them adequate training & Guidance .

- Provide and develop solutions and suggest schemes to clients basis their requirements and goal.

- Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.

- Increase client database by meeting new clients and taking references from the existing ones and hence build.

AUM.

- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

- Achieve financial goals of the clients through various product line.

- Update and cross sell products to existing clients and update them about the primary and secondary market trends.

- Update self-regarding all schemes, products and solutions by regularly attending trainings.

- Share regular communications with client regarding information, research and material of the organization.

- Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads.

Knowledge:

- Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc

- Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals

- Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients

Skills:

- Social/Interpersonal Skills: have excellent socializing and relation building skills.

- Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.

- Should be a confident individual and must conduct and present themselves well in front of client

- Analytical Skills: Is able to analyze the requirement of the clients basis their financial goals and have strong logical and numerical ability

Work to achieve targets:

- Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets.

- Should always identify opportunities for greater profit.

- Compliance: follows the guidelines and compliance needs and be closely monitored and response