Job Purpose

- The Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support

- As the Company works on Advisory Model, the candidate shall be responsible for the Promotion, Development and Handling of Client Relationships related to Financial Planning and Wealth Management.

Key Responsibilities

Managerial Responsibilities

Monitor and address HNI clients banking and Investment requirements

Functional Responsibilities

- 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 product-wise targets

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

- Ensuring need based product approach towards clients and regular reporting of product penetration

Conduct risk profiling of all mapped clients for better advisory on investment needs

Job Requirements

Qualifications

PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization

Experience

6-12 years in Wealth Management

Functional Competencies : 

- Ability to manage relationships to improve relationship value of existing customers

- Ability to build and maintain long term relationships, deepening relationship and growing revenues

- Ability to provide seamless and superior service delivery

- Ability to ensure compliance with key regulatory and bank level requirement

Key Interactions : 

Internal :
 
- Nature or purpose of interaction

- Product team

- Existing Team (Advisors, Sales, Internal LOBs)

- External

- Nature or purpose of interaction

- Corporate

- Channels

- AUMs

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