Premier Client Group Manager
- Findoc Investmart
- 5 - 8 years
- Mumbai
- 2 months ago
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Job Description
Key Responsibilities:
Client Acquisition & Business Development:
- Drive the acquisition of UHNWIs and HNWIs, creating tailored wealth management strategies to meet their unique financial needs.
- Promote and sell large portfolios, including our and third party PMS (Portfolio Management Services), AIF (Alternative Investment Funds), bonds, mutual funds, and other investment products.
- Build relationships with clients, understand their financial goals, and position Findocs offerings as optimal solutions to their needs.
- Develop and execute a comprehensive sales strategy to expand the PCG business, leveraging personal networks, industry contacts, and market intelligence.
- Manage the sales process for large-ticket AIF investments, offering expert guidance on portfolio construction and diversification.
Client Relationship Management:
- Serve as the primary point of contact for UHNW clients, ensuring an exceptional experience across all touchpoints.
- Provide timely and accurate solutions to client queries and concerns, ensuring high levels of client satisfaction and retention.
- Regularly meet clients to review their portfolios, discuss market trends, and suggest adjustments based on evolving financial goals and market conditions.
- Cross-sell a wide range of financial products (PMS, AIF, bonds, mutual funds, etc.) to existing clients, maximizing business opportunities.
Investment Product Expertise:
- Maintain a deep understanding of various financial products such as PMS, AIFs, bonds, and mutual funds, and be able to communicate their features and benefits effectively to clients.
- Stay updated with developments in the stock market, including trading strategies, new investment products, and regulatory changes.
- Have hands-on experience with stock market trading, including an understanding of algorithmic trading, and leverage this knowledge to guide clients in structuring their investment portfolios.
- Guide clients on risk management strategies, portfolio diversification, and wealth preservation techniques.
Sales & Performance Metrics:
- Set and achieve sales targets for bringing in new business and expanding existing client portfolios.
- Regularly track and report sales performance, client acquisition, and retention metrics to senior management.
- Analyze market trends and competitor offerings to identify new business opportunities and growth areas.
Compliance & Risk Management:
- Ensure all client dealings and financial transactions are compliant with regulatory requirements and internal policies.
- Work closely with the compliance team to ensure that all wealth management strategies adhere to legal and ethical standards.
- Ensure the team is aligned with risk management protocols and is well-informed on market volatility and client risk tolerance.
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Wealth ManagerEmployement Type: Full timeContact Details:
Company: Findoc InvestmartLocation(s): Mumbai
Keyskills: Wealth Management Portfolio Management Client Acquisition Ultra Hni HNI Client Handling Mutual Funds Bonds Alternate Investment
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Findoc Investmart
Findoc is an Indian financial services group of companies (member of NSE, BSE, MCX and NCDEX) that offers Algo Trading, Equity Investments, Investment in IPOs, Commodity, Derivatives, Currency Trading, Mutual Fund Investments at lowest brokerage fee. Established in 2010, Findoc is headquartered in ...
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