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
Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow
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 Wealth Management (WM)
Revenue Generation
Build Asset Under Advisory (AUA)
Customers Success is Our Success.
Additional Requirements
Language
English
Notice Period
15 days
Experience
Sales / Business Development
Job Type
Full Time
Ownership
Bike/Scooter
Other requirements
- Experience of Equity or Trading background
- Can look for other financial products if candidate is excellent in comms and sales