AVP/VP/Senior Manager - Wealth Management - Bank

For a Leading Bank's private banking team:

The role would be responsible for acquiring& managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for all banking needs.

What You Will Need to Do

- Acquire potential clients with a networth of over INR 1 crore through networking, database, market analysis and references

- Product due diligence to understand the qualitative aspects of the products

- Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements

- Financial goal setting and planning and prepare investment proposals for the clients

- Liaison with operations team to resolve queries and revenue generation

- Ensuring highest levels of customer service

- Assure adherence to the guidelines set by the bank

- Gather latest Market intelligence and track and benchmark against best practices in competitor banks