Job Title

Job Description :To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department. To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery. Strategies to achieve a balance of revenue streams through sale of MF /PMS which will build a steady annuity flow and through all other asset class. 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 Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Manage Private Wealth, PMS 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 WM business in line with the overall strategic goals of the organization for the region. Ensure discipline of asset allocation Continuous learning, to be better equipped than our competitors. Financial Planning (FP) and Portfolio Services To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances. Execution of transactions post FP and on periodical basis Responsible for Individual and Team Revenue generation Build AUA Team Management To continuously scan the competition/market and report on emerging trends or any new development or Business Opportunities for Wealth Management.Organizational Relationships : Works closely with the Sales, Research, Products and the Corporate Office Team to Align organisational and Departmental Goals and Deliver the desired objectivesSkills : Team Management Skills Collaboration Excellent networking and communication skills Self-motivated and passionate about financial markets Keeps track of trends in the financial services industryQualification : MBA with specialisation in Marketing / Finance, CA Minimum of 10 To 15+ years of experience Must have operated in the Region for the last 5 Plus YearsCompetencies : Lives the company values. Business Awareness & Market Knowledge Customer Centricity People Connect Result Orientation Networking Ability