Wealth Manager

The role would be part of a new line of product and service offerings to grow the portfolio and business of our client in the Broking Industry.

The incumbent is expected to assist the Branch Managers in selling / distributing the Financial Products (third party products) like Mutual Fund, PMS, Bonds, NCDs, AIF & other structured investment products by creating awareness and achieve sales objectives in scaling-up the Company'business.

Perspective

Key Responsibilities

Strategy & Planning

1. Strategy

2. Analyze and identify market needs and opportunities related to investment and financial product offering.
3. Assist in developing and implementing Marketing strategy, aligning it with the overall business objectives and revenue targets.
4. Analyze consumer behavior, identify market opportunities, and assist in developing strategy to distribute / sell different financial products / services.

5. Planning

6. Analyze consumer behavior, needs, market trends, and competitive landscapes to formulate effective business growth plans.
7. Proactively assist in creating new initiatives to help grow the business and maintain a high level of client satisfaction.

Sales, Marketing and Product Promotion

1. Sales

2. Acquire HNI customer/ clients.
3. Manage AUM of HNI clients and provide required services.
4. Educate the Customers / clients about product portfolio, investment options and services offered.
5. Develop strong relationships and build network with HNI customers / clients.

6. Marketing and Product Promotion

7. Prepare marketing material and presentations on features and benefits to promote products and offerings.
8. Use digital marketing and innovative ideas with focus on advertising and communications.
9. Assist in designing and implementing effective strategies to optimally utilize social media platforms like Instagram, LinkedIn, X, Facebook.

Forecasting & Reporting

1. Forecasting and Reporting

2. Stay updated with the latest market trends, new product offerings and adapt to the requirements.
3. Provide short-term and long-term market forecasts and reports.
4. Stay updated with the competitor’s activities and offerings to identify new opportunities.
5. Assist in developing new uses for existing products by acquiring & analyzing data/statistics regarding market development.

Revenue Generation

1. Revenue Generation

2. Forecast the revenue and business growth.
3. Focus on achieving revenue growth by identifying and pursuing distribution new products / offerings in collaboration with sales team.

Role Requirements

Qualifications

Graduate / Bachelor’s degree in Business administration, Marketing or related field. NISM certification

Preferred

MBA and/or any other Diploma/Certification in marketing or related field is an added advantage.

Experience

- 5 to 8 years of experience in sales & marketing function in BFSI or broking industry.

- Proven track record of distributing / selling third party financial products (MF, PMS etc.)

- Digital marketing experience, including experience using modern marketing technology solutions / tools.

Knowledge and skills

1. Communication and Interpersonal skills.
2. Market savvy with ability to sell.
3. Self-driven with ability to think innovatively.