Senior HR Executive at Dream Jobs Staffing Solution Pvt. Ltd
Views:5 Applications:7 Rec. Actions:Recruiter Actions:0
Wealth Manager - Sales - BFS (14-25 yrs)
- Acquiring and maintaining client relationships using the wealth platform.
- Advising Ultra NRI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the Ultra HNI segment in the market for new client acquisition.
- To research, investigate and update on available investment opportunities/financial market trends to determine whether they fit into clients" portfolios.
- Constantly monitor client portfolio and recommend appropriate investment solutions and ensuring compliant sales and maintaining the Sales quality levels, via periodic audit checks and review of sales processes.
- To coordinate with product and research team for taking investment decisions for the clients & also to provide customized offerings.
- To conduct and assist in organizing seminars, workshops and other business development activities in the branch & branch catchments area.
- To generate TPP Income which includes income from Wealth product, TFX & forward bookings.
- To prepare the MIS reports in the specified formats.
- Responsible for looking after branch entailing the business of branch i.e. New Clients Acquisitions, Resource Productivity, Cross Selling, and Value generation in new accounts etc.
- Build, manage and strengthen existing relationships with High Value clients through regular interaction/ follow-ups.
- Liaise and provide support to Branch"s operation staff for various existing businesses as well as for acquiring new clients.
- Driving New Client Acquisition efforts by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention and achievement of revenues.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
