Wealth Manager

Client Acquisition & Relationship Management

• Develop and maintain strong relationships with HR, Admin heads, and key stakeholders at corporate, zonal, and regional offices.
• Organize and conduct exclusive interaction sessions and activities for HNI/UHNI corporate employees.
• Perform on-site visits to corporate offices to offer personalized investment advice and deliver product presentations.
• Achieve client acquisition targets by engaging HNI/UHNI corporate employees through direct selling and suitcase selling methods.

Sales & Business Development

• Drive sales of wealth management products including mutual funds, insurance, portfolio management services, AIFs, and other investment vehicles.
• Identify lending requirements of HNI/UHNI customers and provide suitable solutions.
• Identify and qualify leads within corporate offices and convert them into loyal clients.
• Develop and implement sales strategies tailored to the investment needs, risk profiles, and financial goals of HNI/UHNI corporate employees.

Portfolio Advisory & Financial Planning

• Provide expert investment and portfolio advice to corporate employees, helping them plan their financial journeys.
• Analyze client profiles and recommend suitable wealth management solutions and products.
• Regularly review clients financial portfolios to ensure alignment with evolving financial objectives and market trends.

Market Research & Analysis

• Stay updated with market trends, economic indicators, and regulatory changes to offer relevant and timely insights.
• Analyze competitor products and strategies to enhance product offerings and maintain competitiveness.
• Communicate market updates, new product offerings, and financial insights to clients.

Compliance & Documentation

• Ensure all sales activities comply with regulatory guidelines and company policies.
• Maintain accurate documentation and records of client interactions, investment preferences, and transactions.
• Conduct KYC and due diligence processes adhering to industry standards.