Wealth Manager

Key Responsibilities:

Undertake new client acquisition, retention & growth:

• Identify and acquire new customer for CTS.
• Execute monthly sales plan to acquire large prospective clients and ensure regular contact with all mapped clients through regular weekly or monthly calls. Daily tracking of targets & personal meeting with clients. Identify potential clients (Corporates/FIs) through referral networks and other channel of sourcing new customers like ads, directories of various corporate associations, internet etc.
• Ensure 100% client penetration for business sourced & enabling increase in share of wallet & revenues.
• Undertake joint calls with research team or portfolio review of clients with research team or worksite for corporate clients.
• Work with the retail teams in arranging worksites in the premises of Institutional clients.

Achieve targeted profitability & fee income:

• Maintain sales volumes & achieve targeted revenue from all customers or products.
• Share regular market updates with clients and provide right investment solution.
• Maintain projected fee income at budgeted numbers and undertake cross selling initiatives to achieve them.

Contribute to customer satisfaction initiatives:

• Follow the ethical and fair practices code for selling products.
• Ensure regular availability of research material and inputs to the clients.
• Ensure that client promises are kept and their grievances are adequately addressed or highlighted.
• Keep up breast of the latest developments & report to the Regional Head, research team of the upcoming client requirements to innovate the product or service mix.

Ensure policy adherence and documentation:

• Be aware of all critical policies & procedures & ensure compliance with them.
• Help the risk & review process through continual monitoring of client profile & ensuring thorough documentation relating to proposals & KYC procedures.
• Coordinate with CSM and market intermediaries like MFs & banks for smooth transaction and operations.

Formulate periodic MIS and track competitor moves and report them periodically:

• Send detailed periodic activity & sales reports to the Team Lead.
• Monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams.