Associate Vice President
Seguro Private Wealth
مجموع سنوات الخبرة :12 years, 6 أشهر
- Beholding the day to day requirement of the Products team
- Liaising with product providers like Asset Managers, open architecture platform providers, Life Insurance companies, Estate planning partners etc.
- Analyzing Funds and insurance products, with the purpose of building the Product Basket for recommendation, each quarter.
- Authorizing and supervising the entire product on-boarding process, from due diligence and back ground check, to final launch of the product.
- Revenue, additional incentives and contest negotiation with the product providers.
- Designing location based internal contest for the achievers/Qualifiers.
- Organizing client events with channel partners and addressing the clients about the organizational offerings and global outlook.
- Articulating various reports on Macro Outlook, specific event and product overview.
- Heading the initiative of on-boarding and continuously evaluating financial products for the vertical
- Meeting Fund Management team to identify the motivation behind driving a particular fund and its positioning in the market
- Training the sales team on every aspect of the new product introduced as well as ongoing product basket
- Liaison with the IT department in automating portfolio evaluation tool
- Conducting workshop for the internal team for enhancing the overall product knowledge
- Compering client seminars as part of client acquisition initiative
- Crafting clients portfolio with the aim of creating alpha over benchmark
- Targeting accomplishment of financial goals set by the clients, with effective allocation of assets
- Defining the additional investment strategy inclined to achievement of objectives
- Monthly region visit for overall business development by meeting clients and training advisers on effective closures
- Forming Team based strategies to achieve organizational objectives.
- Creating Portfolio evaluation tools that assist adviser in closure, while addressing the client
- Heading the team of Investment advisors.
- Carving 360 degree financial solution for all the primary objectives of the clients, including every aspect of financial planning
- On-boarding and evaluating financial products
- Updating the sales team with all the developments in different aspects of Product recommendation and advisory changes
- Preparing Monthly Market Commentary for client update.
- Carving 360 degree financial solution for all the primary objectives of the clients, including every aspect of financial planning
- Updating the sales team with all the developments in different aspects of Product recommendation and advisory changes
- Preparing Monthly Market Commentary for client update.
- Discussion of financial plan with the clients and help them in acting upon it by investment, Life insurance, general insurance.
- Maintaining MIS for the list of member and according the opportunities closed.
- Coordinating with clients and internal team to ensure that the client face a smooth execution process.
Maintaining the daily MIS for the department and do follow up's with client
banks. Review the Risk Participation Certificate and Letter of Credit in the
initial stage of the process in order to ensure that the details mentioned
are compatible with the terms and conditions. Coordinating with different
departments to make sure all stages in the process of Risk Participation is
completed on time.
Masters in Financial Management.
Bachelor in Management Studies
Higher Secondary Certificate
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