Log In
Sign Up
Job Role: Wealth Management
Department: Sales ; Location: Kolkata
Years of Experience: 5-8 years of which min 3 years in Private Bank / Wealth Management Industry, preferably a female.
Min Educational Requirement: Post Graduate/ CA/ CFA/ MBA from recognized Universities, Advanced degree preferred
Individual Contributor/ Team Manager: Individual contributor or Team Manager
Job Description / Key Responsibilities:
❖ Client Acquisition – Generating AUM by acquiring new clients and nurturing relationships with HNI and UHNI clients in high potential markets of eastern India.
❖ Primarily responsible to shape investment strategies, business growth and ensure exceptional service delivery to privileged clients in high potential markets of eastern India.
❖ Identify and acquire new privileged clients, thus expanding the client base, through Portfolio Management, Advisory, and Research Based AUM products (PMS, AIF, MF, Debt, Unlisted, Third Party Products).
❖ Contact prospective clients to present information and explain our products and anticipated returns.
❖ Provide a genuine advisory approach with highest level of customer service.
❖ Develop and maintain strong relationships with high net-worth clients, understand their investment goals and risk appetite, and provide tailored investment solutions.
❖ Implement strategies to enhance client satisfaction, address concerns and foster long-term relationships.
❖ Plan periodical meetings and touch-points with clients.
❖ Engage in periodical competitor mapping and suggest product and business team to track market developments.
❖ Monitor and assess performance regularly, suggest modifications taking into consideration client goals and market conditions.
❖ Responsible for completion of regulatory requirements like KYC, advisory and account opening related documentation, through his/her team.
❖ Stay up-to-date with market trends, economic indicators and relevant financial news.
❖ Ensure 100% adherence of Portfolio Management, to all relevant regulatory compliances.
Key Result Area (KRA):
Margin Acquisition
Client Relationship
Market Research
Compliance
Key Performance Indicators(KPI):
Margin Acquisition – AUM in Crores
Client Satisfaction
Client Retention
Competitor Mapping on best practices
Adherence to Regulatory Compliance
Risk Mitigation
Organization-based Competencies:
Data Driven
Sense of Ownership
Team Player
Quality of Output
Financial Acumen
Technical Competencies:
Financial Analysis / Quantitative Skills
Strong understanding of Asset Management and Investment Strategies
Asset Allocation
Compliance & Risk Management
Behaviour-based Competencies:
Communication Skills
Presentation Skills
Leadership Skills
Interpersonal Skills
Strategic mindset
Target-oriented
-
Experience
5 – 8 Years
-
No. of Openings
1
-
Education
Post Graduate (M.B.A/PGDM)
-
Role
Wealth Manager
-
Industry Type
Banking / Financial Services / Stock Broking
-
Gender
Female
-
Job Country
India
-
Type of Job
Full Time
-
Work Location Type
Work from Office
