Wealth Manager - Thane

Key Result Areas (

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Supporting Actions (Max 1325 Characters)Client Acquisition & Relationship ManagementDevelop and maintain relationships with HR, Admin heads, and other key stakeholders at corporate/zonal/regional offices who can help in conducting an exclusive activities/interaction session for the HNI/UHNI corporate employees.Conduct on-site visits to corporates to provide personalized investment advice and product presentations.Achieve client acquisition targets by actively engaging HNI/UHNI corporate employees through direct selling and suitcase selling methods.Sales & Business DevelopmentDrive sales of wealth management products such as mutual funds, insurance, portfolio management services, AIF and other investment vehicles.Identify requirement of lending needs of these HNI/UHNI customersIdentify and qualify leads within corporate offices and convert them into loyal clients.Create and execute sales strategies tailored to HNI/UHNI corporate employees' investment needs, risk profiles, and financial goalsPortfolio Advisory & Financial PlanningProvide investment and portfolio advice to corporate employees, guiding them on their financial journeys. Analyse client profiles to recommend suitable wealth management solutions and investment products. Regularly review clients' financial portfolios to ensure alignment with their changing financial objectives and market trends.Market Research & AnalysisKeep up to date with market trends, economic indicators, and changes in financial regulations to offer relevant insights. Assess competitor products and strategies to enhance our offerings and stay competitive in the marketplace. Provide clients with market updates, new product offerings, and relevant financial insights.Compliance & DocumentationEnsure all sales activities adhere to regulatory guidelines and company policies. Maintain accurate documentation and records of client interactions, investment preferences, and transactions. Conduct KYC and due diligence processes in compliance with industry standards.