Senior Wealth Manager

Leading Bank Hiring Affluent RM

Interested please connect with MAHEK 9137263337 and drop CV at [Confidential Information]

Role:

- Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in

depth profiling of the clients to identify opportunities and match these opportunities to Products/

solutions provided by Group.

- Generate business actions across liabilities, assets and fee products to sustain and achieve

growth in relationship value, revenues and client stickiness.

- Formulate and implement the sales plan to acquire new HNI clients and increase the customer

base.

- Use investment expertise to conduct client Portfolio reviews and showcase Products as per client

requirements.

- Ensure client Contactability at all times through regular connect with them in weekly/monthly calls.

- Resolves client queries for the managed book within the specified TAT

- Ensures high levels of customer service orientation and application of bank policy

- Informs customers of new products or product enhancements to further expand the banking

relationship

- Plans and conducts special sales initiatives and events for prospective and existing clients

- Maintains complete relationship record for assigned customer accounts

- Endure adherence to all bank and regulatory Processes at all times.

Job Requirement:

- Aptitude to deliver high quality customer service by using organization and interpersonal

skills.

- NISM/IRDA/AMFI if any can be strongly preferred.

- Fluent in communication skills, presentable and a quick grasping power.

- Decision making skills with good sense of ownership-understanding the client requirements

- Must be having strong expertise in portfolio handling of big HNI customers and in building

relationship management.

- Banking/NBFC will be preferred with good portfolio management.

- Experience: minimum 7-8 years of experience in relationship and portfolio management.

- Graduation Qualification in any stream/ MBA preferred