Senior Wealth Manager (5-7 yrs)

About the job:

Job Description:

- Conduct daily sales calling with prospective new clients and identify their needs.

- Provide and develop solutions and suggest schemes to clients' basis their requirements and goal.

- Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.

- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch.

- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly.

- Achieve financial goals of the clients through various product line.

- Update and cross - sell products to existing clients and update them about the primary and secondary market trends.

- Update self-regarding all schemes, products and solutions by regularly attending trainings.

- Share regular communications with client regarding information, research and material of the organization.

- Conduct regular marketing activities with the regional marketing and product team by showcasing ou products and features and generate leads.

Knowledge:

- Product Knowledge - have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc.

- Wealth/ Portfolio Management - understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals

- Financial planning/ Investment Advisory - have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients

Skills:

- Social/Interpersonal Skills: have excellent socializing and relation building skills.

- Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner.

- Should be a confident individual and must conduct and present themselves well in front of client

- Analytical Skills: Is able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability

- Work to achieve targets: Has ability to deal with stress and follow procedures.

- Has good emotional stability and conscientiousness when dealing with achieving targets.

- Should always identify opportunities for greater profit

- Compliance: follows the guidelines and compliance needs and be closely monitored and response to any request for documentation

- To have the best of the talent in our company