Title: Sales Wealth Counselor Private Wealth (Offline Sales)
Reports To: Vice President - Sales
Broader Role / Responsibilities:
Customer Acquisition Minimum of Rs. 25 Lakhs and above investable surplus
Manage Private Wealth, Portfolio Advisory and AIF fund related queries
Ensure delivery of various MIS reports as per requirements
To develop short term and long-term sales strategies for the Private Wealth business in line with the overall strategic goals of the organization
To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
Achieve a balance of revenue streams through sale of Advisory, Portfolio Management Service & AIF which will build a steady annuity flow
To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth Management (WM)
Revenue Generation
Build Asset Under Advisory (AUA).
Functional Competencies:
Macro Market & Economy Understanding
Expert Level Understanding on Financial Products / Asset Classes
Financial Planning / Portfolio Management
Selling Skills / Customer Acquisition
At least 1-15 years working within a sales environment preferably in a BFSI / Finance sector.
Fluency in English, Hindi & any one regional language.
Salary upto 12 Lakhs.
Work Location: Lower Parel (Work from office)
Experience : 1 - 7 Years
No. of Openings : 10
Education : Diploma, Advanced/Higher Diploma, Professional Degree, Any Bachelor Degree
Role : Relationship Manager
Industry Type : Banking / Financial Services / Stock Broking
Gender : [ Male / Female ]
Job Country : India