AVP / DVP Wealth Management - Hyderabad / Secunderabad, Telangana - confidential

    confidential
    confidential Hyderabad / Secunderabad, Telangana

    1 day ago

    Full time
    Description

    Role- AVP / DVP Wealth Management

    • Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus
    • Financial Planning (FP) and Portfolio Services
    • Execution of transactions post FP and on periodical basis
    • Manage Private Wealth, PMS and AIF fund related queries
    • Ensure delivery of various MIS reports as per requirements
    • To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
    • To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
    • Ensure discipline of asset allocation
    • Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
    • To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
    • Continuous learning, to be better equipped than our competitors
    • To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
    • To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
    • To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
    • Revenue Generation
    • Build AUA

    Skills

    • Excellent communication
    • Proven skills of significantly improving the structure and readability of written communication

    Competencies:

    • Lives the Company Values
    • Business Awareness & Market Knowledge
    • Customer Centricity.
    • People Connect
    • Result Orientation
    • Networking Ability

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