Wealth Manager - Private Wealth - BFSI

Wealth Manager at IIFL Private Wealth

Responsibilities:

Business generation on Investment Advisory Services.

Lead generation, client acquisition and servicing.

Ensuring proper development of Business in area in terms of clients, Market share, processes and relationship management.

To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP.

To acquire new clients in the targeted HNI segment consistently.

To retain and enhance Advisory relationships that is converted.

To ensure high level of customer satisfaction.

To execute cross-sell efforts as per focus of the Organisation at a given point of time.