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10/01 K Kumar
Senior Consultant at TeamLease

Views:4773 Applications:104 Rec. Actions:Recruiter Actions:28

Investment Advisor - Wealth Management - BFS (3-4 yrs)

Chennai Job Code: 784234

Revenue Generation :

- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products .

Role description :

- Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships

Portfolio management :

- Review individual account relationships to determine the banking and investment needs of clients

- Identify the risk profile of the customer

- Identify potential investment products for clients

- Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice

- Participate in the development of new product/services matched to client needs basis client feedback/market intelligence

- Leverage product & investment experts to generate product specific investment ideas for clients Processes

- Ensure proper documentation for smooth transaction execution and customer service

- Ensure processes are consistent with defined compliance norms

- Prepare detailed KYC reports of client Knowledge

- Build knowledge on available products coordinate with product/investment/ advisory/research group

- Strong Customer Relationship Management skills, able to acquire clients around specific product offerings

- Strong verbal and structured communication to ensure that the client is mentored properly

Whatsapp - 9990817104

Women-friendly workplace:

Maternity and Paternity Benefits

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