Wealth Manager - Bank

Job Purpose :

The role entails providing financial solutions to meet the requirements of the HNI customers and ensure value added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing and deepening. The role bearer is responsible for NTB non-resident clients and manage the relationship for a designated branch contributing to the larger branch banking channel objectives.

Key / Primary Responsibilities of the Role - List the primary deliverables :

- Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet

- Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India

- Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings

- Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc.

Secondary Responsibilities :

- Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers

- Recommend process changes in order to improve service efficiency and quality across the branch network.

- Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives

- Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets

Managerial & Leadership Responsibilities - (if applicable)

- Attract and retain best-in-class talent for key roles in their reporting structure

- Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements

- Enable teams to drive growth targets by providing necessary support

Key Success Metrics :

- CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets

- Involved in increasing customer engagement through cross - selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers