Wealth Manager - Sales - Bank (6-19 Yrs) Mumbai/Bangalore/Chennai/Hyderabad (BFSI Sales)

Job PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.Key Deliverables1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products2. Meet the required AUM, investor acquisition and AUM targets for given area.3. Ensure the timely delivery of customized wealth advise to HNI customers4. Periodic review of client s portfolio to ensure that they are in line with client s investment objectives5. Joint calls with branch team- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.- Individually handling clients with the book size of 25 lacs & above.- Creation of revenue & Activation of clients through effective Advisory.- Cross selling of other products like Mutual fund, PMS, Insurance.- Handling Queries & complains of client s & solving it within TAT.- Acquiring new clients & retaining the old clients by periodic meetings.- Profiling clients by conducting in depth review of client s financial requirements, analysing information & recommending portfolios.- Monitoring & enhancing Advisor s Advising skills through call tracking, weekly targets & meetings, con calls.Role Requirements1. Educational Qualifications: Post Graduation/graduate2. Experience: 3 Years in sales/wealth management of handling the HNI clients.3. Team handling experience: Not mandatory4. Preferred industry back ground: Wealth Management, Banking, Investment Counselling5. Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products (ref:updazz.com)

Payroll Type : Permanent