Wealth Manager - Stock Broking Firm (3-8 yrs)
Position:- Wealth Manager - Stock Broking
Job Location:- Kolkata
Job Description:
- Monitor and address HNI clients banking and Investment requirements
- 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
Desired Candidate Profile
Must have :
- Experience in Client acquisition, Wealth Management.
- Business development & servicing of existing clients & generating the revenue
- Cross sell of third party products MF, insurance, PMS etc.
Education :
UG : Any Graduate - Any Specialization
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