Wealth Manager - Sales - BFSI

Position : Wealth Manager Sales

Work experience : 3-7 yrs

Qualification / Education : Graduate/ Post Graduate

Location : Kolkata/Bangalore/Pune/Mumbai/Hyderabad

Job Responsibilities :

- To acquire UHNI / HNI / SME / Institutional / Corporate Relationship for Advisory and provide wealth management services

- Seek out new client relationships

- Participate in all aspects of servicing clients, including assisting clients in setting an investment strategy, implementing an initial asset allocation, rebalancing and implementing strategy changes

- Conducting regular meetings with clients to review portfolio strategy, account activity and performance

- Establish and maintain client relationships

- Monitor and address HNI clients banking and Investment requirements

- 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

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

- Ensuring client contactability at all times through updation of latest contact details in all necessary systems

- Regular contact with all mapped clients through weekly / monthly calls

- Resolution of queries of all mapped clients within TAT specified

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

- Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)

Key Skills :

- Ability to manage relationships to improve relationship value of existing customers

- Ability to build and maintain long term relationships, deepening relationship and growing revenues

- Ability to provide seamless and superior service delivery

- Ability to ensure compliance with key regulatory and bank level requirements

Salary Range: 7 - 12 LPA