Sr Wealth/ Wealth Manager- Chennai, New Delhi, Kolkata, Ahmedabad, Bangalore, Mumbai
6 Nos.
131232
Full Time
8.0 Year(s) To 12.0 Year(s)
25.00 LPA TO 30.00 LPA
Sales / BD
Banking/Financial Services
MBA/MMS/MPM/PGDM - Marketing
Job Description:
Financial
- To contribute to the achievement of the financial targets and business composition goals of the firm
- Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals.
- Adopt efficient pricing and cost-control measures to ensure profitable client relationships.
- Undertake initiatives to drive increase in shared of wallet of existing relationships.
- Support marketing initiatives e.g. special campaigns, events, presentations etc.
- Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition.
- Achieve good client outcomes through proper client profiling and ensuring that wealth managers follow model portfolios, house views, and product suitability and disclosure guidelines.
- Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times.
- Obtain and apply client insights to aid the enhancement of client experience and to improve the service delivery model.
Risk and Governance
- Comply with regulations and internal policies and procedures to ensure that the firm achieves the desired assurance, audit and regulatory review and rating.
- Contribute to systemization and platform strengthening to achieve scale and sustainability.
- Maintain the confidentiality of sensitive information.
- Manage financial, regulatory, and reputational risk for the firm and its clients prudently. People
- Foster teamwork and collaboration at all levels of the organization
- Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable; adhere to the personal development plan.
People
- Foster teamwork and collaboration at all levels of the organization
- Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable; adhere to the personal development plan.
Key Skills :
Company Profile
Welcome to --- ---. We provide end-to-end --- --- management solutions for High Net Worth Individuals (HNIs). We aspire to be the most trusted --- advisors in India. This is a vision shared by our people and is predicated on a commitment to uphold the highest standards of conduct and service in all our dealings. Our range of financial planning and --- management services is sophisticated yet simple to understand.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.