Wealth Investment Advisor - Private Bank

Company- A Leading Private Bank

Job Title: Wealth - Investment Advisor

Location: Surat

Job Description:

Wealth team caters to the clients identified as HNIs by the Bank. Understanding the client's needs and designing investment solutions to fulfil them is the focus of the team.

Key Deliverable:

- Financial Planning and Investment Advisory to HNI clients

- Managing the banking and investments relationship of HNI clients and responsible for overall growth of Liabilities & Investment business from HNI segment

- Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment.

- Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values

- Driving revenue business to generate fee income through products like mutual funds, investments and insurance

- Ensure all sales activity is recorded online as per the organizational process

- Capture and maximize the business opportunity through detailed client profiling as per organizational process

- Driving higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank

Skill Set:

- Understanding of investment products and broader market fundamental aspects

- Good communication and presentation skills

- Good analytical skills

- Relationship building skills