Leading Bank | Wealth Relationship managers

18 hours ago


india Leading Bank Full time

Dear Applicants,


We are Urgently hiring for Sr wealth Relationship Managers for below locations


Mumbai/Chennai/Bangalore/Ahmedabad/Rajkot/Kolkata/Bhubaneshwar/Patna/Guwahati.


Kindly share profiles on


Job description as below:


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


Thanks

Farheen

JOBSNAVIGATOR


SR HR CONSULTANT



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