Job Responsibilities / Key Deliverables
• Customer Acquisition – Minimum of 1 crore and above investable surplus.
• Financial Planning (FP) and Portfolio Services
• Execution of transactions post FP and on periodical basis
• Manage Private Wealth, PMS and AIF fund related queries
• Ensure delivery of various MIS reports as per requirements
• To develop short term and long term sales strategies for the WM business– in line with the overall strategic goals of the organization
• To establish standardized and productive sales processes to ensure quality control and efficient customer service delivery
• Ensure discipline of asset allocation
• Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
• To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
• Continuous learning, to be better equipped than our competitors
• To closely observe,
evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
• To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
• Revenue Generation
• Build AUA
• “Customer’s Success is Our Success”. Functional Competencies
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• Macro Market & Economy Understanding
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• Expert Level Understanding on Financial Products / Asset Classes
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• Financial Planning / Portfolio Management
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• Selling Skills / Customer Acquisition
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• Valid Mandatory Certificates as per regulatory requirement/s