Wealth Manager - Mumbai / Hyderabad / Pune

Key Responsibilities

• Monitor and address HNI clients banking and Investment requirements Functional Responsibilities.
• 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
• Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness.
• Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
• Ensuring need based product approach towards clients and regular reporting of product penetration.
• Conduct risk profiling of all mapped clients for better advisory on investment needs.

Job Requirements Qualifications : PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization Experience - Minimum 3 years in Wealth Management

Functional Competencies

• Ability to manage relationships to improve relationship value of existing customers
• Ability to build and maintain long term relationships, deepening relationship and growing revenues
• Ability to provide seamless and superior service delivery Ability to ensure compliance with key regulatory and bank level requirements.
• Operation External Nature or purpose of interaction • Corporate • Channels • AUM