Sr Wealth Relationship Manager

3 weeks ago

Coimbatore, Tamil Nadu, India Leading bank Full time

Dear Applicants,

We are hiring for Sr Wealth Relationship managers for Leading Banks and NBFCs for Mumbai/Kolkata/Ahmedabad/Pune Location.

Interested Candidate kindly share profile on associate2@jobsnavigator.co.in

Candidate from banking and NBFcs Company should apply for same.

Job description as below:

Client : Leading bank

CTC Package : As per market standards

Experience : 3- 12 Years

KRA :

Revenue Generation :

- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products .

Role description

- Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships

Portfolio management :

- Review individual account relationships to determine the banking and investment needs of clients

- Identify the risk profile of the customer

- Identify potential investment products for clients

- Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice

- Participate in development of new product/services matched to client needs basis client feedback/market intelligence

- Leverage product & investment experts to generate product specific investment ideas for clients Processes

- Ensure proper documentation for smooth transaction execution and customer service

- Ensure processes are consistent with defined compliance norms

- Prepare detailed KYC reports of client Knowledge

- Build knowledge on available products coordinate with product/investment/ advisory/research group

- Strong Customer Relationship Management skills, able to acquire clients around specific product offerings

- Strong verbal and structured communication to ensure that the client is mentored properly

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