Wealth Manager – Client Acquisition Jaden Executive Search & Recruitment Specialists

The Corporate Institute; Delhi; On-site; INR 900,000 - 1,300,000; Full time

Job summary

The Corporate Institute in Delhi seeks a Wealth Manager to build and expand a client base, deepen wallet share, and ensure high levels of client satisfaction. The role emphasizes acquisition, retention, and cross-selling within the financial services space.

Responsibilities include meeting monthly sales plans, coordinating with research teams, and maintaining compliant KYC and documentation. Strong networking and market expertise are essential for success.

Qualifications

• Strong local network and client acquisition focus.
• Knowledge of investment products and market trends.
• Ability to communicate, negotiate, and collaborate effectively.

Responsibilities

• Undertake new client acquisition, retention and growth for CTS.
• Achieve profitability and fee income targets; provide market updates and investment solutions.
• Support customer satisfaction with ethical practices and timely responses to grievances.
• Ensure policy adherence and thorough documentation for proposals and KYC procedures.
• Prepare periodic MIS; monitor competitor moves and report insights to management.
• Engage in skill enhancement via internal/external training and certifications.

Skills

Strong local network

Market knowledge

Investment product knowledge

Market trend interpretation

High collaboration

Communication & negotiation

Target orientation

Acquisition experience

Customer centricity

Client acquisition & retention

Job description

WEALTH MANAGER JD

Required Skills & Competencies:

• Strong local network
• Market and investment product knowledge
• Ability to interpret market trends
• High collaboration
• Good communication and negotiation skills
• Target orientation
• Acquisition experience/expertise
• Customer centricity
• Client acquisition with client retention & deepening

Key Responsibilities:

1. Undertake new client acquisition, retention & growth:

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

2. Achieve targeted profitability & fee income:

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

3. Contribute to customer satisfaction initiatives:

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

4. Ensure policy adherence and documentation:

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

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

• To send detailed periodic activity & sales reports to the Teal Lead.
• To monitor competitor moves and products, marketing initiatives and report the same to the management, product and research teams.

6. Contribute in skill enhancement:

• To ensure ongoing self-development – attend internal and external training programs, other relevant certifications that enhances the skills in the financial sales services.