4S

VP - Wealth Management

Chennai ₹2-5 LPA Posted 5 Nov 2025

FULL TIME

client aquisition

Business Development Strategy

Risk Profiling

Asset Management

Outbound Sales

Use financial acumen and investment expertise to review a client's information, work closely with Research and Advisory team to provide superior investment solutions thereby helping the client reach short term and long-term investment goals, seamlessly align service delivery for an enhanced customer experience.
Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
Focus on business development and achieve growth in relationship value, revenues & improve client stickiness
Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling
Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio
Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile
To provide & maintain, on an ongoing basis, a daily/weekly sales report, figures, forecasting & any other records which may be required by the Team to keep up-to-date records of sales & performance
Investment Banking, HNI/Ultra HNI segment, new client acquisition, planning outbound and inbound sales, financial market trends, Investment Advisory, business development, Asset Management