Wealth Manager - Mumbai / Hyderabad / Pune

Job Description

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