Wealth Relationship Manager - Sales (7-17 yrs)

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