Assistant Manager- Wealth Management

Profile

Assistant Manager- Wealth Management (Delhi/ Chandigarh/ Ludhiana/ Bhubaneshwar)
The incumbent would be responsible for providing wealth management service to select client group ( PCG – I) in order to ensure that PCG business not only grows and achieves budgeted target, but also creates a name for BSDL as a wealth management service provider.
Responsibilities would include:
• To Ensure that Sales targets in the assigned territories are achieved as per the Target business plan
• To grow PCG (Private Client Group) segment as per the different criteria’s in order to achieve the target of new talent acquisition.
• To ensure that business is fully compliant and followed by ethical practices
• To regularly advice / services all clients as per the clients requirements in order to maximize clients investments
• Achieve minimum revenue per client as per budget assigned for the location through the team.

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