Senior Manager/Sr VP/ Vice President - Wealth Management - BFSI

Senior Manager/Sr VP/ Vice President - Wealth Management - BFSI

Posted by Leading Client

Nashik

Posted: imported by Jeevika

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To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client stickiness - Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling - Formulate outbound and inbound sales plans to acquire new HNI Clients to increase customer base of the portfolio - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile - To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records that may be required by the Team to keep up-to-date records of sales & performance. Skills and Competencies: - Ability to use & analyze data tools related to wealth products - Benchmarking Peers/ Execution on Key Initiatives/Management - Discussion/ MIS Review - Maintaining external network i.e. maintaining contact with the customers - Attitude to service clients by providing them with smooth and superior service delivery - Experience in building and maintaining long-term relationships, deepening relationships, and growing revenues for the organization - Aptitude towards delivering high-quality customer service with good organizational and interpersonal skills - Decision-making skills with a strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory and organization-level requirements - Our commitment to Diversity, Equity and Inclusion - The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders, and communities. From day one, you will l be encouraged to be yourself and supported to perform at your best. Preferred Educational Qualifications and Work Experience: - 5 to 15 years relevant experience in Investment Advisory Wealth management - MBA CA or equivalent from a premium institute - Relevant certifications Desired Knowledge Skills: - Strong industry and product knowledge, including an understanding of applicable compliance rules and regulations - Ability to think and execute strategically, prioritize and resolve complex problems - Detail-oriented with superior organizational and time management skills, including delegation of work - Team player with the ability to collaborate with others - Ability and interest to work in a fast-paced, evolving environment Role: Portfolio Manager,Industry Type: Defence & Aerospace,Department: BFSI, Investments & Trading,Employment Type: Full Time, PermanentRole Category: Trading, Asset & Wealth ManagementEducationUG: Any GraduatePG: Any PostgraduateDoctorate: Doctorate Not RequiredKey SkillsSkills highlighted with ‘‘ are preferred keyskillsWealth ManagementFinancial Advisory ServicesUHNI Client ManagementPortfolio ManagementPrivate BankingHNI Client ManagementRelationship ManagementFinancial PlanningInvestment SolutionsInvestment AdvisoryAbout company4S Advisory'sCompany InfoAddress:.Beware of imposters! Naukri.com does not promise a job or an interview in exchange of money. 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