Senior Wealth Manager

Job Description

Job Description: Depending upon your existing profile, level of experience, you may be required to do one or more of the following work with a view to market various investment products in line with requirement of the clients.  Understanding customers’ requirement, and suggesting most suitable product for the customer according to his objective.  The job involves meeting clients (Corporate /HNI’s/ Retail) mainly executives in Treasury/ Finance & Accounts Division and bringing them to the fold of the SPA ('Corporate Marketing').  Advising Corporate /HNI’s/ Retail for their Surplus Management.  Key Account Management.  Retain and enhance customer base. Continuous follow up with the potential clients in a systematic manner.  Follow up for post sale service issues & also to explore new business opportunities.  Generate and Evaluate enquiries; define and provide appropriate business solution.  Identify and develop relationships with strategic partners.  Ensure the organization becomes a preferred Advisory and has top of mid awareness among all Asset Management Companies and Clients.  Work with internal and research team for identification of new business opportunities.  Work with internal and research team on marketing collaterals development.  Keep up to date on competition and key customer requirements.  Keep up to date on financial market developments, conditions and general business climate.  Strive to meet client expectation by providing qualitative services.  Decent understanding of financial products.  Depending upon your requirement, you will be guided by senior officials of the Company and they would accompany in all meetings Show more Show less