Wealth Manager - Wealth Management Group
Job Purpose:
|
·
Monitor
and address HNI clients’ banking and Investment requirements, use financial
acumen and investment expertise to review a client’s personal data, align
clients’ need through superior service, seamlessly align service delivery for
enhanced experience; thereby helping the client to reach his short term and
long term investment goals.
|
Key Deliverables:
|
The objective of this
job is to increase overall financial revenue being generated from the set of
HNI accounts mapped with asset and liability targets by means of:
|
·
Main deliverables are building and maintaining long term
relationships, deepening relationship (growing relationship value) and
growing revenues
·
By reaching out to all mapped clients on a periodic basis (defined)
and cross selling as many products as possible (as per the demographic,
lifestyle and risk profiling)
·
By providing seamless and superior service delivery
·
By ensuring compliance with key regulatory and bank level
requirements
|
Responsibilities:
|
·
Focus
on business development across liabilities, assets & fee to sustain and
achieve growth in relationship value, revenues & improved client
stickiness
·
Achievement
of product-wise targets
·
Formulate
outbound and inbound sales plan to acquire new HNI customers for increasing
customer base of the portfolio.
·
Ensuring
regular availability of Research material and inputs to the client
·
Conduct
risk profiling of all mapped clients for better advisory on investment needs
·
Ensuring
client contactability at all times through updation of latest contact details
in all necessary systems
·
Regular
contact with all mapped clients through weekly / monthly calls
·
Resolution
of queries of all mapped clients within TAT specified
·
Ensure
compliance through regular process checks and self-audit scores
|
Other Responsibilities
|
·
Ensuring
regular updation of call reports in relevant system
·
Ensuring
need based product approach towards clients and regular reporting of product
penetration
·
Mandatory
certifications
·
Managing
relationships to improve relationship value of existing customers
|
Qualifications:
|
·
Grade range: AMII to MMI
·
Experience: Min 8 years & Max
12 years
·
Job Locations: Kolkata, Delhi NCR, Chandigardh, Lucknow, Mumbai, Pune,
Bengaluru, Chennai, Hyderabad
|
Click here to apply
FOR INSTANT JOB SOLUTIONS SEE www.instajobsolutions.blogspot.in
No comments:
Post a Comment