Industry:-Banking, Financial Services, Broking

Functional Area:-Sales, Retail, Business Development

Job Title:- Wealth-Manager

Primary Responsibilities :-

  • Monitor and address HNI clients investment requirements
  • Acquisition of new High Net worth Clients for the branch
  • Use financial acumen and investment expertise to review a client’s personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals
  • Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
    Achievement of monthly sales and income targets set across all products
    Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
  • Conduct risk profiling of all mapped clients for better advisory on investment needs
  • Ensure profitability of the portfolio: Generate high Income per Customer
  • Regular contact with all mapped clients through weekly / monthly calls
  • Resolution of queries of all mapped clients within TAT specified
  • Ensuring need based product approach towards clients and regular reporting of product penetration
  • Reaching out to all mapped clients on a periodic basis and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)

Desired Skills :-

  • Private Banking
  • Wealth Management
  • Fixed Deposits
  • Portfolio Management
  • Mutual Funds
  • Private Equity
  • PCG
  • private
  • client group
  • wealth
  • HNI
  • Pms
  • wealth manager
  • private client
  • private wealth
  • investment counselor
  • priority client

Required Education:– Bachelor’s degree and above

Experience :– 0 to 1 Years

Other Requirements :– NISM certification Required

Projected Job Growth: – 10%* (securities and financial services sales agents)

Expected Salary – 8 L to 18 L per annum

Incentive Opportunity – Yes

Interview FAQ:-

Courses that may help: Stock Market- Basic , Mutual Fund

Current Openings