Cluster Head- Wealth Karnataka

• To Build Assets Under Management (AUM) through various Investment products
• Generate revenue for the firm.
• Build a SIP book.
• Customer Acquisition of a Minimum of 50 Lakhs ticket size & above investable surplus
• Cash Flow analysis & and Portfolio Services
• Execution of transactions post Cash Flow analysis on a periodic basis
• Manage Private Wealth PMS and AIF fundrelated queries.
• Ensure delivery of various MIS reports as per requirements
• To develop shortterm and longterm sales strategies for the Wealth business in line with the overall strategic goals of the organization
• Ensure discipline of asset allocation
• Achieve a balance of revenue streams by selling MF PMS AIF MLD Unlisted Stocks and other Investment avenues to build a steady annuity.
• To drive strong client servicing and engagement parameters enhance market credibility and deliver a superior value proposition.
• Continuous learning to be better equipped than our competitors.
• To closely observe evaluate and monitor the client positions & portfolio allocations.
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize missselling instances.
• To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for Wealth

• Strong understanding of investment and Wealth products
• Excellent marketing and business development skills
• Detailed understanding of the financial needs of all types of customers
• Ability to manage client expectations and meet tight deadlines.
• Impeccable communication and interpersonal skills are required as is listening and understanding a client s requirements.

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