AVP at Wealth Management
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Wealth Manager/Senior Wealth Manager - BFSI (4-10 yrs)
Roles and Responsibilities :
- Monitor financial market trends to ensure that client plans are responsive.
- Must ensure the growth of AUM/Book Size
- Responsible for achieving targets based on acquisition and revenue generation through Equity, Mutual Fund, PMS, AIF, Bonds, structure products etc investment products.
- Responsible for business development through acquisition of HNI and UNHI clients.
- Mandatory numbers of meetings with clients to keep them updated with the current market scenario.
- Analyze client portfolios and make necessary suggestions.
- Recommend financial products.
- Responsible for identifying customer needs and assessing their risk appetite.
- Provide regular updates to the immediate superior as and when required.
- Create and enforce plans that will help meet the needs of the customer.
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