Wealth Manager

Conduct daily sales calling with prospective new clients and identify their needs. Provide and developsolutions and suggest schemes to clients basis their requirements and goalConduct timely and regular follow ups with the leads and tag them on broadcasts and new articlesIncrease client database by meeting new clients and taking references from the existing ones andhence build AUM and AUA for the branchReview and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product lineUpdate and cross sell products to existing clients and update them about the primary and secondarymarket trendsUpdate self-regarding all schemes, products and solutions by regularly attending trainingsShare regular communications with client regarding information, research and material of theorganizationConduct regular marketing activities with the regional marketing and product team by showcasing ourproducts and features and generate leadsKnowledge:Product Knowledge – have a detailed knowledge of all products related to Life Insurance, generalinsurance, fixed income, mutual funds, etc. Wealth/ Portfolio Management – understand client portfolio in terms of their risk and rewardappetite and assist them to achieve their financial goalsFinancial planning/ Investment Advisory – have thorough financial and sector knowledge as wellknowledge of competitors, must provide sound and reliable advice to clientsSkills:Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complexinformation clearly and in a simplified manner. Should be a confident individual and must conductand present themselves well in front of clientAnalytical Skills: Is able to analyse the requirement of the clients basis their financial goals and havestrong logical and numerical abilityWork to achieve targets: Has ability to deal with stress and follow procedures. Has good emotionalstability and conscientiousness when dealing with achieving targets. Should always identifyopportunities for greater profitCompliance: follows the guidelines and compliance needs and be closely monitored and response toany request for documentationTo have the best of the talent in our company'