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RM/BM/AVP - Wealth Management - BFS

2.00 to 7.00 Years   Delhi   16 Mar, 2023
Perfect Placer Management Consulting
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryRecruitment Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    - Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. - Need to ensure growth of AUM or book size. - Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. - Responsible for business development through acquisition of high net-worth clients. - Mandatory numbers of meetings with clients to keep them updated with the current market scenario. - Analyze client portfolios and make necessary suggestions. Recommend financial products.- Responsible for identifying customer needs and assessing their risk appetite. - Provide regular updates to the immediate superior as and when required. - Create and enforce plans that will help meet the needs of the customer. Qualification And Experience :1. Minimum 2+ & Maximum 15 years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. 2. Understanding of market pulse, knowledge on investment products, understanding of wealth platform.3. MS Office / MS Excel / AMFI / IRDA (Certification). 4. Result Orientation. Customer Focus. Knowledge Driven. 5. Aggression. 6. Continuous Improvement. 7. Planning and Organizing. 8. Interpersonal/ relationship management skills. 9. Passion for acquisition and sales. 10. Knowledge of investment products, macro fundamentals and behavioral finance. 11. Understand of all key product offering of MOFSL.,

Keyskills :
wealth managementrevenue generationinvestment productsbusiness development

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