Recruiter at Paradise Recruitmet Consultant
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Sales Wealth Counsellor - Private Wealth - Bank (2-5 yrs)
The candidate is responsible for new client acquisition to propose equity and trading plans from them.
- Experience 2 yrs to 4 yrs of experience as Sales/Business Development mandatory
- Must have new client acquisition experience
- Experience from Asset Management Companies background only
Job Description
- 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 the 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 the 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)
- Customers' Success is Our Success.
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