Wealth Manager - Financial Services

- Effectively communicate sales targets and plans to achieve the same to the team

- Implement sales strategies to drive growth in business volumes through customer acquisitions

- Achieve self & team's target

- Identify market opportunities to acquire customers

- Optimally allocate resources, achieve his/her personal & team's sales targets

- Managing client relationship, providing comprehensive advice & a broad range of investment products and service tailored complex needs of HNI clients.

- Regularly update on market knowledge and key global economic indicators which will affect client portfolio and update them regularly.