Leading bank | Sr Wealth Relationship Manager

3 days ago

bangalore, India Leading bank Full time

Dear Applicants,


We are hiring for Sr Wealth Relationship managers for Leading Banks and NBFCs for Bangalore 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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