01Overview
Job Specifications
Role Designation: Wealth Management Expert
Department: Wealth Management
Function: Sales
Company: MOPW
Reporting to: Cluster Head
Location: Bglr/Hyd/Chennai/Kolkata
Job Purpose
Responsible for acquiring NTF (recent to the firm) clients, revenue generation and
maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory
services. Need to ensure growth of AUM or book size.
Key Deliverables
1) Critical
Analyse financial information obtain from clients to determine strategies for
meeting clients financial objectives.
Monitor financial market trends to ensure that client plans are responsive.
Must ensure the growth of AUM / Book Size
Responsible for achieving targets based on acquisition and revenue generation
through investment products.
Responsible for business development through acquisition of high net-worth
clients.
Mandatory numbers of meetings with clients to keep them updated with the
current market scenario.
2) Routine
Analyse client portfolios and make necessary suggestions.
Recommend financial products.
Responsible for identifying customer needs and assessing their risk appetite
Provide regular updates to the immediate superior as and when required
Create and enforce plans that will help meet the needs of the customer.
Role Requirements
Educational Qualifications: Graduation / Post Graduation in any discipline
Experience: 13+ Years of Wealth Management experience in the industry/ Must be
from Wealth Platform or banking background.
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Domain Knowledge: Understanding of market pulse, knowledge on investment
products, understanding of wealth platform
IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification) .
