Job Description:

Financial

- To contribute to the achievement of the financial targets and business composition goals of the firm
- Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
- Adopt productive pricing and cost-control measures to ensure profitable client relationships.
- Undertake initiatives to drive increase in shared of wallet of existing relationships.
- Support marketing initiatives e.g. special campaigns, events, presentations etc.

Client

- Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition.
- Achieve good client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability and disclosure guidelines.
- Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times.
- Obtain and apply client insights to aid the enhancement of client experience and to improve the service delivery model.

📌 Wealth Manager- Chennai and Bangalore (Bengaluru)
🏢 Talent Leads Consultants
📍 Bengaluru