Kunvarji Wealth Solutions

• Acquisition & Servicing of Mass Affluent Segment customers
• Managing the Mass Affluent Segment customers of the Wealth Solutions Vertical – Broking & Distribution
• Familiar with trading requirements of Mass Affluent Segment.
• Extremely eloquent and polished in approach and has a good market knowledge and depth to hold meaningful discussions with AMC, Fund managers and clients alike
• Acquiring new customers through referrals, meet ups, events and client calls and any other suitable medium – offline or online
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the Mass Affluent Segment relationships.
• Profiling Customers and provide financial products to meet customer needs
• Ensuring the highest levels of service to the Mass Affluent customers
• Providing Financial planning & Investment Advisory across all possible investment avenues and product / services as per the client need
• One point contact for all requirements of Mass Affluent Segment customers
• Work in close co-ordination with research to gain a deep understanding of the chosen assets to see how the risks come together to impact the investor\\\'s wealth and makes various product offerings to ensure maximum returns
• Build the AUM Book and steady brooking book to ensure sustained upfront and trail income in line with company targets and business plans and framework
• Ensure client longevity through relationship based and sound broking practices being followed with right balance if investing vs trading outlook
• Portfolio review capabilities and suggest best possible asset allocation mix including fund allocation of trading vs other distribution products
• To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
• Achieve healthy revenues without compromising on clients profitability
• Attain maximum reach of investment ideas/stock calls initiated in the clients mapped
• Keep abreast of the market news, financial trends and current affairs
• Cross-Sell of Third-party investment products like Mutual Funds, Bonds, PMS & Structured products and other group products

Skills –

• Team handling experience
• Sound understanding of productivity, employee performance, sales matrix in financial services domain
• Well established client & employee network in the market
• Rounded thinking to motivate team for performance-based working/incentives
• Work ex – 3+ years min work ex with a decent AUM and having worked for min 2-3 years in a single company preferably.

• Candidate preferred from – Brooking outfits (full-service brokers), Private Bankers, Wealth RM, Niche Boutique Wealth management firms/Distribution Groups