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 valuable 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