Senior Wealth Manager Digital Cyclopedia

5.0 - 9.0 years

0 Lacs

delhi

On-site

As a potential candidate for this role, you will be responsible for various tasks related to marketing investment products to clients. Your duties may include understanding customer requirements, identifying suitable products based on their objectives, meeting with clients from different sectors such as Corporate, HNIs, and Retail, particularly executives in Treasury, Finance & Accounts Division, and introducing them to the SPA ("Corporate Marketing"). Additionally, you will be advising Corporate, HNIs, and Retail clients on Surplus Management, managing key accounts, and ensuring customer retention and growth through continuous follow-ups in a structured manner. You will also be expected to address post-sale service issues, explore new business opportunities, generate and assess inquiries, and offer suitable business solutions. Building and nurturing relationships with strategic partners, aiming to position the organization as a preferred Advisory with high awareness among Asset Management Companies and Clients, will be a key aspect of your role. Collaborating with internal and research teams to identify new business prospects, develop marketing materials, stay updated on industry competition, customer needs, financial market trends, and general business climate are essential tasks to excel in this position. Your success in meeting client expectations through the delivery of high-quality services, coupled with a solid understanding of financial products, will be crucial. You will receive guidance from senior officials of the company and they will accompany you in all meetings as needed.,

Posted 2 days ago

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