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Location

Pune | India

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Job description

Job Purpose

The purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets investment products and a commitment to delivering exceptional client service. The person will also be responsible for Business Development Portfolio Performance Analysis Portfolio Modelling Portfolio Management and Business Analytics Financial Analyst Wealth Management

Client Acquisition and Relationship Management:

• Address HNI clients for investment requirements through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his shortterm and longterm investment goals via proper profiling and offering of Debt products Structures Equities MFs and Fundbased Real Estate products and other Investment products.
• Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.
• Profiling Customers and providing 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 a larger share of Wallet.
• Ensure profitability of the portfolio: Generate high Income per Customer.
• Acquire new customers who meet product criteria through crossreferral.
• Actively network and seek referrals to expand the client base and contribute to business growth targets.

Marketing and Business Development:

• Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulating acquisition initiatives.
• This role is to acquire B2C or B2B clientele & build a portfolio thereon.
• Acquisition Assist Head RM in executing successful microevents for the acquisition of new clients.
• Acquire new accounts from the group Collaborate within the internal teams including research investment and compliance to ensure the delivery of accurate and compliant investment solutions to clients.

Financial and Product Expertise:

• Ensure profitability of the portfolio: Generate high Income per Customer.
• Stay uptodate with industry trends economic developments and regulatory changes that could impact clients financial positions.

Minimum Degree : Postgraduate/ Graduate

Minimum Experience 36 years of Experience

HNI,Cross Selling,wealth relationship manager,relationship manager,business development,sales,Acquisition,portfolio management

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Job tags

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Salary