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 current 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 req