Job Description -

Company Profile -

Top Notch financial services company with 4000 cr+ net worth, 40 lakhs + customers, 10k + employees and 1000+ branches

Job Profile - Wealth Management

1. Acquisition & managing High / Ultra High Net Worth customers

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

3. Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.

4. Ensure highest levels of customer service to these HNI customers

5. Achievement of product-wise targets

6. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

7. Conduct risk profiling of all mapped clients for better advisory on investment needs

8. Ensuring client contactability at all times through updation of latest contact details in all necessary systems

9. Regular contact with all mapped clients through weekly / monthly calls

10. Resolution of queries of all mapped clients within TAT specified

11. Ensuring need based product approach towards clients and regular reporting of product penetration

12. Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)

Key Skills:

- Ability to manage relationships to improve relationship value of existing customers

- Ability to build and maintain long term relationships, deepening relationship and growing revenues

- Ability to provide seamless and superior service delivery

- Ability to ensure compliance with key regulatory and bank level requirements

Locations: Delhi/Gurgaon,Chandigarh,Jaipur and Kolkata

Min Exp: 8 years, Stability is very important.

 Salary : 10 to 12 lacs

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