Talent Acquisition - HR at Planet PCI Ltd.
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Wealth Manager - HNI - Investments Products (4-10 yrs)
Job Description -Wealth Manager
- Monitor and address HNI client's investment requirements
- Acquisition of new High Net worth Clients for the branch
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of monthly sales and income targets set across all products
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
- Conduct risk profiling of all mapped clients for better advisory on investment needs
- Ensure profitability of the portfolio: Generate high Income per Customer
- Regular contact with all mapped clients through weekly / monthly calls
- Resolution of queries of all mapped clients within TAT specified
- Ensuring need based product approach towards clients and regular reporting of product penetration
- Reaching out to all mapped clients on a periodic basis and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)
Key Skills:
- Ability to manage relationships to improve relationship value of existing customers
- Ability to build and maintain long term relationships, deepening relationship and growing revenues
- Passion as well as Acumen for Finance and Financial Products
- Good Understanding of the Macroeconomic environment and its impact on the various investment products/strategies
- Basic knowledge of MS Office - Excel, Word, PowerPoint
- Ability to provide seamless and superior service
Educational Qualifications:
- PG - MBA/PGDM in Finance/Marketing from reputed B-Schools
- CFA/FRM certifications will be an additional advantage
Experience: 4+ Years
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