Scope of the Role
Acquiring super HNI wealth clients (Min of 2.5 Crore) and above. Generate revenue through selling of investment products by understanding the financial needs.Analyse the current portfolio and make necessary suggestions.
Job Description
1) Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
2) Monitor financial market trends to ensure that client plans are responsive.
3) Must ensure the growth of AUM / Book Size
4) Responsible for achieving targets based on acquisition and revenue generation through investment products.
5) Responsible for business development through acquisition of high net-worth clients.
6) Analyse client portfolios and make necessary suggestions.
7) Responsible for identifying customer needs and assessing their risk appetite.
8) Provide regular updates to the immediate superior as and when required.
9) Create and enforce plans that will help meet the needs of the customer.
Ideal Candidates
Looking for candidates with good understanding about private wealth business. Preferring with 10years plus experience in Wealth business. Looking for candidates with at least 4+ years of experience in the current company.
Experienced Branch heads with large sized branches where they have a solid HNI client base also can look for the above said role.