Job Description

Roles and Responsibilities:  

• Building relationships with and service and manage high networth customers (HNIs).
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the HNI client relationships.
• Generate growth in AUM and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition and management of portfolio of clients.
• To achieve individual targets against Key Performance Indicators, including revenue targets, to grow client base, AUM and account profitability while maintaining a high standard of service quality.
• Deftly handling & interacting with various HNI & NRI clients to generate, repeat & referral business dealing in diverse range of products including MF, Wealth Management, AUM, PMS services.
• Arrange, manage and attend appointments with clients.
• Profiling customers and provide financial products to meet customer needs.
• Providing financial planning and investment advice to clients keeping in mind clients profile and needs. Should recommend products across asset classes.
• Acquisition & Servicing of High Net Worth customers.
• Conduct research on clients/prospects, industries, competitors, organisations, and conferences; market analyses, marketing/sponsorship opportunities, and other business development efforts to drive volume.
• Manage the existing portfolio & generating more leads from the existing ones & deal with all kinds of investment propositions & wealth advisory services.
• Networking and building relationships with existing and prospective clients and positioning Wealth as a brand to clients.

Desired Candidate Profile:  

• Strong academic track record in the related disciplines of Banking and Finance.
• Minimum 3 years of working experience in the financial services industry, with some background in advising retail customers on investment strategies and asset allocation.
• Should have their own client base and must have skills to generate revenues.
• Should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.
• Proficiency in Microsoft Office word, excel and power point applic