Sr Wealth Relationship Manager Leading Bank

About Leading Bank

Job Description

Dear Applicants, We are hiring for Sr Wealth Relationship managers for Leading Banks and NBFCs for Mumbai/Kolkata/Ahmedabad/Pune Location. Interested Candidate kindly share profile on associate2@jobsnavigator.co.in Candidate from banking and NBFcs Company should apply for same. Job description as below: Client : Leading bank CTC Package : As per market standards Experience : 3- 12 Years KRA : Revenue Generation : - Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products . Role description - Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships Portfolio management : - Review individual account relationships to determine the banking and investment needs of clients - Identify the risk profile of the customer - Identify potential investment products for clients - Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice - Participate in development of new product/services matched to client needs basis client feedback/market intelligence - Leverage product & investment experts to generate product specific investment ideas for clients Processes - Ensure proper documentation for smooth transaction execution and customer service - Ensure processes are consistent with defined compliance norms - Prepare detailed KYC reports of client Knowledge - Build knowledge on available products coordinate with product/investment/ advisory/research group - Strong Customer Relationship Management skills, able to acquire clients around specific product offerings - Strong verbal and structured communication to ensure that the client is mentored properly,