Wealth Manager - Investment Firm @ Mount Talent

Job Description

:
Business Vertical: Wealth
Department: Wealth
Designation: Relationship Manager-Wealth
Line of Business: CFAB
Proposed Immediate Superior: Territory Sales Manager/ Regional Head
Grade: M3/M4
Major Deliverables :
- Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products.
- Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.
- Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs Clients
- Profiling Customers and provide financial products to meet customer needs
- Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs
- To Enhance & Retain customer profitability by capturing larger share of Wallet
- Ensure profitability of the portfolio: Generate high Income per Customer
- Acquire new customers who meet product criteria through cross-referencing.
- Person should have existing database of clients with him.
- Mutual Fund Sales, LIC of HDFC life & , PMS, cross sell of products- LAP/HL,LAS
Specialized job competencies :
- Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth
Educational Qualification: Graduate / MBA/PGDM
Desired Experience: 4-10 years' experience

Employement Category:

Employement Type: Full time
Industry: Management Consulting / Strategy
Role Category: General / Other Software
Functional Area: Not Applicable
Role/Responsibilies: Wealth Manager - Investment Firm

Contact Details:

Company: Mount Talent
Location(s): Hyderabad

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