Wealth Sales Manager (PMS/AIF- Client Acquisition)

·        Will be responsible for acquiring preferred clients (HNI/Ultra HNI).

·        To maintain client relationships and generate AUM (Assets Under Management) from preferred clients.

·        To advise HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

·        To coordinate with product and research team for taking investment decision for the clients.

·        To conduct and assist in organizing seminars, workshops and other business development activities.

·        To achieve budgeted targets in terms of number of clients/volume of business & assets.

·        To research, investigate and update themselves on available investment.

·        To contact clients periodically and determine if they are satisfied with the service and returns generated.

·        To review the clients investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment.

·        Key products to be handled are - Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, and Commodities & Currency.

Qualification:

Graduate / Post Graduate

Key Skills:

·        Should be an individual performer

·        Able to handle a reasonable client size

·        Pleasant personality and good communication skills.

Functional Area:

Marketing