Head - Wealth (8-15 yrs) - Gurgaon/Gurugram, India - iimjobs

    iimjobs
    iimjobs Gurgaon/Gurugram, India

    3 weeks ago

    Iimjobs background
    Full time
    Description
    Develop and maintain relationships with clients to understand their investment goals and risk tolerance.

    • Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
    • Manage clients' investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
    • Conduct market research and analysis to identify investment opportunities and risks.
    • Stay uptodate with the latest market trends and news and provide regular updates to clients.
    • Generate new business by identifying and pursuing new clients and business opportunities.
    • Develop and maintain a thorough understanding of the company's products and services, and effectively communicate them to clients.
    • Collaborate with other departments, such as research, compliance, and operations, to ensure that clients receive highquality and compliant services.
    • Meet or exceed sales targets and KPIs (Key Performance Indicators).
    • Achieve and exceed individual and team sales targets to drive revenue growth.
    • Increase client retention and satisfaction by providing highquality investment advice and personalized service.
    • Expand client base by generating new business through referrals, networking, and other sales activities.
    • Increase assets under management (AUM) by effectively managing clients investment portfolios and growing their wealth.
    • Meet or exceed profitability targets by balancing revenue growth with cost management.
    • Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients investments are protected.
    • Stay uptodate with the latest market trends and news to identify investment opportunities and risks.
    • Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.
    • Increase operational efficiency by effectively utilizing tools and resources to manage clients portfolios and generate reports.
    • Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.
    • Continuously improve knowledge and skills by staying current with industry trends, participating in training programs, and obtaining relevant certifications.