Sr Manager - Private Wealth

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Roles & Responsibilities

Portfolio Management of High NetWorth Clients.
Solving queries and providing best solutions.
Meeting clients and working with a team to deliver the best experience to clients.

Job Responsibilities / Key Deliverables:

Customer Acquisition Minimum of 50Lacs 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
Ensure discipline of asset allocation
Achieve a balance of revenue streams through the sale of Advisory, Portfolio Management Service AIF which will build a steady annuity flow
To drive strong client servicing and client engagement parameters, enhance market credibility and
deliver superior value proposition
Continuous learning, to be better equipped than our competitors
To closely observe, evaluate and monitor the client positions, and 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 WM
Revenue Generation
Build AUA
Customers Success is Our Success.

Functional Competencies:

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