• 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

Qualification

• Post Graduate / MBA from a reputed institute

Experience

• Minimum of 8 – 12 years of experience