Job Purpose The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Main accountabilities Client Acquisition and Relationship Management: · 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. Marketing and Business Development: · 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. Financial and Product Expertise: · 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. Qualifications & Experience · Minimum Degree: Postgraduate/ Graduate in any discipline. · Minimum Experience – 3-6 years of Experience Leadership Competencies: · Ownership · Speed · Passion · Boundaryless Behaviour · Meritocracy · Customer Focus · Tech Quotient · Cost Consciousness · Adaptive · Empathetic · Collaborative · Analytical · Compliance · Resilient
The job aims to establish and maintain strong, enduring relationships with high-net-worth clients, offering expert financial guidance and tailored wealth management solutions. A profound comprehension of financial markets, investment products, and a dedication to delivering top-notch client service are essential for this role. Responsibilities include Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management, and Business Analytics, Financial Analyst, Wealth Management. Key responsibilities: Client Acquisition and Relationship Management: - Engage with HNI clients to address their investment needs by providing a range of exclusive products and high-quality services tailored to help clients achieve their short and long-term investment objectives. - Manage a group of HNI (High Net Worth Exclusive) Clients and offer suitable financial products based on customer profiling. - Cross-sell to existing broking clients and provide services based on customer requirements to deepen the relationship. - Enhance customer profitability by maximizing the share of the wallet and generating high income per customer. - Acquire new customers meeting product criteria through cross-referral and expand the client base through active networking and referrals. Marketing and Business Development: - Contribute to the development and execution of marketing plans to acquire new customers in the corporate sector. - Focus on acquiring B2C or B2B clientele and building a diversified portfolio. - Collaborate with internal teams to ensure the delivery of accurate and compliant investment solutions to clients. - Assist in organizing micro-events for new client acquisition. Financial and Product Expertise: - Maintain portfolio profitability by generating high income per customer. - Stay informed about industry trends, economic changes, and regulatory updates that may impact clients" financial positions. Qualifications & Experience: - Minimum Degree: Postgraduate/ Graduate in any discipline. - Minimum Experience: 3-6 years of relevant experience. Leadership Competencies: - Ownership - Speed - Passion - Boundaryless Behaviour - Meritocracy - Customer Focus - Tech Quotient - Cost Consciousness - Adaptive - Empathetic - Collaborative - Analytical - Compliance - Resilient,