Job
Description
Role Overview: You will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them expert financial advice and personalized wealth management solutions. Your role will require a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. Additionally, you will be involved in Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, Financial Analysis, and Wealth Management. Key Responsibilities: - Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. - Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. - Profiling Customers and providing financial products to meet customer needs. - Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. - To Enhance & Retain customer profitability by capturing a larger share of Wallet. - Ensure profitability of the portfolio: Generate high Income per Customer. - Acquire new customers who meet product criteria through cross-referral. - Actively network and seek referrals to expand the client base and contribute to business growth targets. - Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. - This role is to acquire B2C or B2B clientele & build a portfolio thereon. - Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. - Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. - Ensure profitability of the portfolio: Generate high Income per Customer. - Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Qualification Required: - Postgraduate/ Graduate in any discipline Role Overview: You will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them expert financial advice and personalized wealth management solutions. Your role will require a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. Additionally, you will be involved in Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, Business Analytics, Financial Analysis, and Wealth Management. Key Responsibilities: - Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. - Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients. - Profiling Customers and providing financial products to meet customer needs. - Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs. - To Enhance & Retain customer profitability by capturing a larger share of Wallet. - Ensure profitability of the portfolio: Generate high Income per Customer. - Acquire new customers who meet product criteria through cross-referral. - Actively network and seek referrals to expand the client base and contribute to business growth targets. - Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. - This role is to acquire B2C or B2B clientele & build a portfolio thereon. - Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients. - Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients. - Ensure profitability of the portfolio: Generate high Income per Customer. - Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions. Qualification Required: - Postgraduate/ Graduate in any discipline
