Wealth Management

Experience : 8 - 13 yrs

Location : Mumbai, Bengaluru, Delhi NCR

Education : MBA, CA

CTC : 10- 20 LPA

Job Description :

- Customer Acquisition Minimum of 1-5 cr and above investable surplus

- Financial Planning (FP) and Portfolio Services

- Execution of transactions post FP and on periodical basis

- Manage Private Wealth, PMS and AIF fund related queries

- Ensure delivery of various MIS reports as per requirements

- To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization

- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery

- Ensure discipline of asset allocation

- Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class

- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition

- Continuous learning, to be better equipped than our competitors

- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams

- To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances

- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM

- Revenue Generation

- Build AUA

Functional Competencies :

- Macro Market & Economy Understanding

- Expert Level Understanding on Financial Products / Asset Classes

- Financial Planning / Portfolio Management

- Selling Skills / Customer Acquisition

- Valid Mandatory Certificates as per regulatory requirement/s

Job Opening with Leading Stock Broking House.

Ravi Suryawanshi
Ability Unleashed HR
M-9867303334

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