Roles & Responsibilities

• Portfolio Management of High NetWorth Clients. 
• Solving queries and providing best solutions. 
• Meeting clients and working with a team to deliver the best experience to clients.

Job Responsibilities / Key Deliverables: 

• Customer Acquisition Minimum of 50Lacs and above investable surplus
• Manage Private Wealth, Portfolio Advisory 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 Private Wealth 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 the sale of Advisory, Portfolio Management Service AIF which will build a steady annuity flow 
• To drive strong client servicing and client engagement parameters, 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, and 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
• Customers Success is Our Success.

Functional Competencies:

• Macro Market & Economy Understanding
• Expert Level Understanding of Financial Products / Asset Classes
• Financial Planning / Portfolio Management
• Selling Skills / Customer Acquisition
• Valid Mandatory Certificates as per regulatory requirement/s
• Behavioural Competencies:
• Customer centricity
• Result Orientation
• Collaborative Skills
• Innovative Approach
• Excellent communication & Presentation skills (both written, verbal & visual)