Job Requirements:

• 8-18 years relevant experience in investment advisory / wealth management
• MBA from a premium institute or CA
• Relevant certifications
• Strong industry and product knowledge, including understanding of applicable compliance rules and regulations
• Ability to think and execute strategically, prioritize and resolve complex problems
• Detail-oriented with superior organizational and time management skills, including delegation of work
• Team player with the ability to collaborate with others
• Ability and interest to work in a fast-paced, evolving environment
• Ability to use and analyse data tools related to wealth products
• Benchmarking Peers/ Execution on Key Initiatives/Management
• Discussion/ MIS Review
• Maintaining external network i.e. to maintain contact with the customers
• Attitude to service clients by providing them smooth and superior service delivery
• Experience in building and maintaining long term relationships, deepening relationship and growing revenues for the organization
• Aptitude towards delivering high quality customer service with good organizational and interpersonal skills
• Decision making skills with strong sense of ownership and ability to work under pressure

• The incumbent will act as an experienced and trusted representative of the firm to its clients and deliver a range of bespoke services to high profile and successful HNIs and UHNIs through meaningful product differentiation and advisory services.
• Use financial acumen and investment expertise to review a client’s information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.
• Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients’ portfolios.
• Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
• Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
• Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
• Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
• To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance.
• Ensure compliance with key regulatory and organization level requirements