- Responsible for new client acquisition, building recent relationships and increasing depth in existing relationships with High net worth clients.
- Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement achieved through an in-depth analysis of the client’s profile so as to identify opportunities and match these opportunities to products/ solutions provided by the organization.
- Cross Selling of other financial products – like MF and Structured products
- Will be responsible for primarily selling Equity based investment products.
- Responsible for achieving targets as assigned by the organization on a monthly basis.
- Understands clients risk profile and maximizes the ‘risk vs.
reward’ balance for individual clients by optimizing product mix.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. 8. Provide regular updates to the immediate superior as and when required.
Candidate Profile Bank : Wealth Managers, Relationship Manager & Acquisition Manager dealing into Premium & HNI sales