Consultant - Talent Sourcing at RightMatch HR Services Pvt. Ltd.
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Financial Advisor - Private Wealth Management Firm (4-18 yrs)
Company: Leading Private Wealth Management Company.
Title: Financial Advisor
Department: Wealth Management
Designation: Senior Manager / AVP/VP
Reporting to: Cluster Head
Location: Kolkata
Work days: 5
Job Description:
- Monitor and address HNI/UHNI clients banking and investment requirements.
- Use financial acumen and investment expertise to review client's financial goals, align client's need through incumbent strategy, seamlessly align service delivery for enhanced experience, thereby helping the client to reach his short term and long-term investment goals.
- Proactively growing clients portfolios through regular client interaction, on-going financial planning and proactively managing the client relationship.
- Formulate outbound and inbound sales plans to acquire new HNI customers for increasing customer base to the portfolio.
- Conduct risk profiling of all mapped clients for better advisory on investment needs.
- Ensuring client contact-ability at all times and maintain MIS of clients.
- Resolution of queries of all mapped clients within TAT.
- Ensuring need-based product approach towards clients and regular reporting of product penetration.
- Reaching out clients on a periodic basis and cross selling as per demographic, life style and risk profiling.
Key Activities :
- Reporting as per pre-defined timelines
- Meeting key stakeholders/ Customer/ Product Team
- Approvals/ sanctions
- New Client Acquisition
- Cross selling / up-selling
- Client meetings wit large clients
Please note:
- The above-mentioned description is just a gist of the profile. Detail discussion will happen at the time of a Personal round of discussion. Needless to state that the complete interaction will be held in utmost confidence.
Call us on +91 8356987240.
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