Job Purpose
Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.
Key Deliverables
1) Critical
Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation through investment products.
Responsible for business development through acquisition of high net-worth clients.
Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
2) Routine
Analyze client portfolios and make necessary suggestions.
Recommend financial products.
Responsible for identifying customer needs and assessing their risk appetite
Provide regular updates to the immediate superior as and when required
Create and enforce plans that will help meet the needs of the customer.
Role Requirements
o Educational Qualifications: Graduation / Post Graduation in any discipline
o Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
o Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
o IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)
