Wealth Manager - Bank

Job Description:

Relationship Management

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

- Develops, manages, and expands customer relationships by providing service level which exceeds client expectations of most important customer segment

- Identifies current and potential relationship with additional revenue potential and grow business

Generating Incremental Business

- Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc.

- Proactively sell the full range of consumer and commercial product to current and potential Relationships

Customer Engagement:

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

Investment Advisory

- Financial Planning and Investment Advisory to HNI clients through careful analysis and identification of customer needs and accordingly proposing appropriate products

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

Process and Audit

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

- Captures and maximizes the business opportunity through detailed client profiling as per organizational process