Country Head - HNI - Investment Banking

Country Head - HNI (A Leading Institution)

- The Country head (UHNI) will be responsible for nurturing HNI client relationship through continuous engagements and risk profiling through his team.

- The Head will be responsible for identification of potential customers and providing them customized solution as per their requirements.

- The position entails client management and acquisition with a key focus on expanding the asset under management.

- Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs.

- The center of all client engagements will be to ensure superior customer experience.

Key responsibility :

- Provide financial solution to the Wealth Customers while maintaining high service standards.

- Maintain complete customer profile including risk profile, demographics, investment horizon & return expectations.

- Enrich relationships and gain higher wallet share through customer engagement activities.

- Deepen the existing relationships by cross selling the Investment Banking products (structured) along with third party investment products.

- Identify potential customers who can be sold tailored products to enhance product penetration.

- Acquire new customers-Through his/her team.

- Achieve targets as assigned by the organization monthly.

- Record and track all engagement activities through the CRM system.