Senior Search Consultant at Synapse Search Partners
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Relationship Manager - Sales - BFSI (1-10 yrs)
Job Description: Sales Wealth Counselor - Private Wealth (Offline Sales)
Title: Sales Wealth Counselor - Private Wealth (Offline Sales)
Reports To: Vice President - Sales
Broader Role / Responsibilities :
- Customer Acquisition Minimum of Rs. 25 Lakhs and above investable surplus
- Manage Private Wealth, Portfolio Advisory 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 Private Wealth business in line with the overall strategic goals of the organization
- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
- Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow
- To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
- Continuous learning, to be better equipped than our competitors
- To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance 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 instances
- To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM)
- Revenue Generation
- Build Asset Under Advisory (AUA)
Functional Competencies :
- Macro Market & Economy Understanding
- Expert Level Understanding on Financial Products / Asset Classes
- Financial Planning / Portfolio Management
- Selling Skills / Customer Acquisition
Requirements :
- At least 1-4 years working within a sales environment preferably in a BFSI / Finance sector.
- Fluency in English
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