Wealth Manager - BFSI

Client Account Management

- Acquire new HNI customers through converting referral leads that flow from Synergy, Telesales and BIU initiatives.

- Acquire (NCA)New Wealth HNI clients through asset and liability products.

- Review HNI customer needs and asset allocation, pro-actively engage with the customer to identify and understand their needs.

- Advise HNI customers to enrich existing 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 HNI customers who can be sold tailored products to enhance product penetration

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

- Financial planning for HNI clients via Investment and protection solutions

- Organize HNI customer events to enhance customer bonding/acquisition.

- To achieve sales target in terms of income generated across third party products Like Corporate FD's/Secondary Bonds/PMS/AIF/Private Equity/Structured Products/Unlisted Equity/Life Insurance/General Insurance

- To Build MF AUM

- To execute cross sell efforts in line with Company lending strategy

- Keep self-updated on financial markets and other Third Party products.