Key responsibilities include:

- Use financial acumen and investment expertise to review a client''s information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience.

- Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients'' portfolios.

- Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness

- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling

- Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

- To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance.

Skills and Competencies:

- Ability to use & analyze data tools related to wealth products

- Benchmarking Peers/ Execution on Key Initiatives/Management

- Discussion/ MIS Review

- Maintaining external network i.e. maintaining contact with the customers





- Attitude to service clients by providing them with smooth and superior service delivery

- Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization

- Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills

- Decision-making skills with a strong sense of ownership and ability to work under pressure

- Ensure compliance with key regulatory and organization-level requirements

- Our commitment to Diversity, Equity and Inclusion

- The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver cutting-edge and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best.

Preferred Educational Qualifications and Work Experience:

- 5 to 15 years relevant experience in Investment Advisory Wealth management

- MBA CA or equivalent from a premium institute

- Relevant certifications

Desired Knowledge Skills:

- Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations

- Ability to think and execute strategically, prioritize and resolve complex problems

- Detail-oriented with superior organizational and time management skills, including delegation of work

- Team player with the ability to collaborate with others

- Ability and interest to work in a fast-paced, evolving environment

📌 Senior Manager/Senior Vice President/VP - Wealth Management (Maharashtra)
🏢 4S Advisory
📍 Maharashtra