Job Title

Job Responsibilities __________________________________________________________________________________  Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus  Financial Planning (FP) and Portfolio Services  Execution of transactions post FP and on periodical basis  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  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 sale of MF 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  Continuous learning, to be better equipped than our competitors  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 WM  Revenue Generation  Build AUA Skills  Excellent communication  Proven skills of significantly improving the structure and readability of written communication Lives the Company Values  Business Awareness & Market Knowledge  Customer Centricity.  People Connect  Result Orientation  Networking Ability