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Himani Wali

Co-Founder at Talengage

Last Login: 20 May 2024

Job Views:  
8062
Applications:  1449
Recruiter Actions:  1447

Job Code

1410800

Wealth Manager

3 - 12 Years.Delhi NCR/Mumbai/Kolkata/Pune/Bangalore/Chennai/Cochin/Kochi/Patna/Kerala/Bihar
Posted 5 days ago
Posted 5 days ago

- Customer Acquisition Minimum of 1 Cr. - 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

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Posted By

user_img

Himani Wali

Co-Founder at Talengage

Last Login: 20 May 2024

Job Views:  
8062
Applications:  1449
Recruiter Actions:  1447

Job Code

1410800

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