Wealth Manager - Wealth Management Group
Job Purpose:
  • Monitor and address HNI clients’ banking and Investment requirements, use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.
Key Deliverables:
The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of:
  • Main deliverables are building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues
  • By reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)
  • By providing seamless and superior service delivery
  • By ensuring compliance with key regulatory and bank level requirements
Responsibilities:
  • Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
  • Achievement of product-wise targets
  • Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
  • Ensuring regular availability of Research material and inputs to the client
  • Conduct risk profiling of all mapped clients for better advisory on investment needs
  • Ensuring client contactability at all times through updation of latest contact details in all necessary systems
  • Regular contact with all mapped clients through weekly / monthly calls
  • Resolution of queries of all mapped clients within TAT specified
  • Ensure compliance through regular process checks and self-audit scores
Other Responsibilities
  • Ensuring regular updation of call reports in relevant system
  • Ensuring need based product approach towards clients and regular reporting of product penetration
  • Mandatory certifications
  • Managing relationships to improve relationship value of existing customers
Qualifications:
  • Grade range: AMII to MMI
  • Experience: Min 8 years & Max 12 years
  • Job Locations: Kolkata, Delhi NCR, Chandigardh, Lucknow, Mumbai, Pune, Bengaluru, Chennai, Hyderabad
 
 

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