- Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements.
- Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc
- Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships.
- Support RMs in material /documents required for new client acquisition – liase with Product team to prepare presentations, collate reports and data , arrange for pitchbooks and relevant marketing material.
- Ensure timely completion of internal reporting
- Oversee Service Assistant desk – the desk takes care of the paperwork, liasing with branch, AMCs etc. AMs oversee the day to day working of the desk, training, monitoring, managing leave schedules.
- Resolve client queries
- Engage with Compliance, Legal, DIIPL, Midoffice , PCC and other relevant stakeholders wherever needed in order to manage relationships effectively, find solutions to clients needs/queries /transactions etc.
Your skills and experience
- The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous.
- Good communication is essential (verbal and written)
- Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking
