Relationship Manager - Wealth Management

- Client Account Management

- Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.

- Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.

- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration

- Ensure coverage of all relationships through customer engagements, risk profiling and

- Financial planning.

- Organize customer events to enhance customer bonding.

- Acquire new customers through converting referral leads.

- Compliance, Risk & Controls

- Ensure that KYC/AML and other compliance norms are strictly adhered to.

- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.