Assistant Manager at Preffered People Partners
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Manager - Sales - Wealth Management - Bank (12-12 yrs)
- Customer Acquisition Minimum of 1cr - 5cr and above investable.
- Surplus financial planning FP and portfolio services.
- Execution of transactions post FP and on periodical basis.
- Manage private wealth PMS and AIF fund related queries.
- Ensure delivery of various MIS reports as per requirements to develop short term and long term sales. Strategies for the WM businesses in line with the overall strategies goals of the organization.
- To establish standardized and efficient sales process to ensure quality control and efficient customer service delivery.
- To ensure discipline of assets allocation.
- Achieve a balance of revenue stream thought sales of MF which will build a steady annuity flow through all other asset class to drive the strong client servicing and client engagement parameters, to inherience market credibility and deliver superior value proportion
- Continuous learning to better equipped than our competitors to closely observe the evaluate and monitor the clients position.
- Portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by risk complience and research teams. to ensure adherence to internal and external financial advisory guidelines and risk policies and ensure standards are in place to minimize MIS selling instance to continuously scan the competion market and report on emerging trends or any new developments or business opportunities for WM revenue generation.
- Build AUA.
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