01Overview
Key responsibilities include:
Customer Acquisition Minimum of 1 Cr. - 5 Cr 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 efficient 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 current development or business opportunities for WM
Revenue Generation
Build AUA.
Location - Delhi, Nasik, Coimbatore,Hyderabad,Aurangabad,Kochi. .
