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Wealth Management Advisor

2 months ago

Indore Cloth Market, India Response Informatics Full time
This opportunity is with a MNC Banking client, one of the fast growing in India:-

Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring and nurturing the client having AUM =>

INR 10 M-

Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients.-

Ensure complete knowledge of all products & services through continuous skill and knowledge improvement.-

Resolve customer queries and complaints within the agreed TAT as per the bank's customer service policy.-

Provide feedback on market, competition and products, suggest innovations & ideas for continuous product and service improvements.-

Keep attuned to the current economic and financial markets to be current and proficient to ensure effective engagement with the elite segment of Treasures customers.-

Coordinate and work closely with CBG Relationship Manager peer groups and colleagues, Service teams, Product specialist at branches to ensure that team objectives are met through an environment that nurtures harmony and collaboration through team work-

Work closely with the Line Manager and City / Cluster Head to ensure achievement of common team and Branch objectives.-

Ensure internal and regulatory compliance and address operational risks if any, e.G. Health & Safety standards, security of premises, AML / KYC and ongoing risk reviews.-

To exercise appropriate due diligence while on-boarding and engaging with clients.-

Establish DBS as a primary banker for clients and as a prominent wealth management provider in India.-

Organize exclusive lifestyle, sports, music and such other elite engagement events and activities for prospect generation, entrench existing relationship and reinforce the DBS brand in the Private Wealth management space. GCAP (Group Customer Acceptance Policy)-

BCAP (Business Customer Acceptance Policy)-

AML (Anti Money Laundering) and KYC Guidelines-

PIP (Personal Investment Policy)-

ORM (Operational Risk Management)-

Information Security Policy-

Understanding of HNI Sales/ wealth management product suite, platforms and operational procedures-

Understanding of banking and para-banking guidelines issued by RBI (local regulations in India) and local laws and regulations that impact businesses in general.-

Understanding of KYC requirements & Anti-money Laundering Policies.-

Knowledge of financial markets and products to assist in meaningful engagement with clients.