Wealth Manager/ Portfolio Manager

Hr Desire
  • Bangalore, Delhi
  • 10-16 lakh
  • 4-15 years
  • Views
  • 05 May 2017

  • Investments

  • Financial Services/ Capital Markets
Job Description

Job Description:
Monitor and address HNI client’s investment requirements
Acquisition of new High Net worth Clients for the branch
Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals
Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
Achievement of monthly sales and income targets set across all products
Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
Conduct risk profiling of all mapped clients for better advisory on investment needsEnsure profitability of the portfolio: Generate high Income per Customer
Regular contact with all mapped clients through weekly / monthly calls
Resolution of queries of all mapped clients within TAT specified
Ensuring need based product approach towards clients and regular reporting of product penetration
Reaching out to all mapped clients on a periodic basis and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)

Key Skills:

Ability to manage relationships to improve relationship value of existing customers
Ability to build and maintain long term relationships, deepening relationship and growing revenues
Passion as well as Acumen for Finance and Financial Products
Good Understanding of the Macroeconomic environment and its impact on the various investment products/strategies
Basic knowledge of MS Office – Excel, Word, PowerPoint
Ability to provide seamless and superior service


Job Posted By

Raman Singh
Hr Consultant

About Organisation

Hr Desire