Wealth Manager - Bank - HNI/HNW/NRI

- Managing the existing portfolio and generating more leads from the current ones & deal with all kinds of investment propositions & wealth advisory services.

- Deftly handling and interacting with various HNI & NRI clients to generate repeat & referral business dealing in diverse range of products including Wealth Management, PMS services, Portfolio Management, Bank Accounts, Home Loan and Life & General Insurance.

- Maintaining quality of interaction to provide customer with world-class experience & maintained good rapport with customers

- Identifying, researching & analyzing market products while evaluating the business and realizing its full potential by using tools such as marketing, sales, information management & customer service.

- Maintaining professional relationships with key managers of existing and potential customers to provide a broader range of communication, service consistency and response to clients' needs.

- Implementing corrective measures where necessary, achieve targets and evaluate the quality and performance of assigned commercial clients