Wealth Manager - NBFC

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

- Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.

- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.

- Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients

- Profiling Customers and provide financial products to meet customer needs

- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs

- To Enhance Retain customer profitability by capturing larger share of Wallet

- Ensure profitability of the portfolio: Generate high Income per Customer

- Acquire new customers who meet product criteria through cross-refer

- MBA/PGDBA/PGPM or Equivalent/ AMFI / NISM, IRDA certified