Job Description

- We are looking for an experience candidate in managing client relationship in Wealth Management or Bank for building our Wealth Management business.- Candidate would be responsible on for managing UNHI & HNI clients- wealth through financial advisory and wealth management product for Alphabet Investment.- The Wealth Manager shall be responsible for acquiring & on boarding new HNI & UHNI clients with understanding and recommending wealth management products enhancements. To further develop and maintain new client relationship with new wealth management strategies.- This position is responsible for managing the delivery of our wealth management segment; coach, train and support our wealth management sales staff; oversee wealth management operations and support.- As the Company operates in Wealth Management, the candidate shall be responsible for the Promotion, Development, and Handling of Client Relationships related to Financial Planning and Wealth Management.Key Responsibilities :- Monitor and address HNI clients banking and Investment requirements- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for an enhanced experience; thereby helping the client to reach his short term and long term investment goals.- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.- Achievement of product-wise targets.- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.- Ensuring need-based product approach towards clients and regular reporting of product penetration.- Conduct risk profiling of all mapped clients for better advisory on investment needs.Experience : 3 to 10 years in Wealth ManagementFunctional Competencies for this role would be:- Ability to manage relationships to improve the relationship value of existing customers.- Ability to build and maintain long term relationships, deepening relationship and growing revenues.- Ability to provide seamless and superior service delivery.- Ability to ensure compliance with key regulatory and bank level requirements. (ref:updazz.com)

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