Role Sr. RM (Sales)
Experience 710 Years
Mode WFO 5 days
Location Chennai
Responsibilities:
Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans defining sales goals and ensuring that procedures and policies are adhered to.
The role includes:
- 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
Skills:
- 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.
About Company
business development,business opportunities,asset allocation,wealth management,wealth,financial needs understanding,wealth management knowledge,client servicing,sip,investment,market credibility,communication,market research,investment products,aif,risk policies,pms,listening skills,wealth products,private wealth management,mf,financial services knowledge,market credibility enhancement,financial analysis,client management,customer acquisition,sales,risk management,aif fund management,financial advisory,risk policies adherence,communication skills,market analysis,asset management,cash flow analysis,market trends,interpersonal skills,portfolio management,sales strategies,portfolio services,revenue generation,company knowledge