Wealth Manager - HNI - NBFC

Location: Mumbai

Industry : NBFC

Job Purpose

- The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support

- As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.

Key Responsibilities :

Managerial Responsibilities - Monitor and address HNI clients banking and Investment requirements

Functional Responsibilities - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals

- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

- - Ensuring need based product approach towards clients and regular reporting of product penetration

- Conduct risk profiling of all mapped clients for better advisory on investment needs

Salary Offered: 8 - 18 LPA