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HR Executive at Mirus Solution
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AVP/VP/Senior Manager - Wealth Management - Bank (8-15 yrs)
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
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