Financial Advisor - Wealth - Bank

- Managing the banking and investments relationship with clients and responsible for overall growth of Liabilities & Investment business from HNI segment.

- Develop, manage, and expand bank customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Identify current and potential relationship with additional revenue potential and grow business.

- Generating Incremental Business.

- Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

- Proactively sell the full range of consumer and commercial product to current and potential Bank HNI Relationships.

- Increase CASA balance in allocated portfolio either through Deepening or Acquisition.

- Driving higher product and channel penetration to deepen mapped relationships.

Customer Engagement :

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.

- Face to the client and First person Responsible for service and sales satisfaction of mapped clients.

- Investment Advisory.

- Financial Planning and Investment Advisory to HNI clients.

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance.

- Process and Audit.

- Ensure all sales activity is recorded online as per the organizational process.

- Capture and maximize the business opportunity through detailed client profiling as per organizational process.

Salary Offered : 8-12 LPA