3643 Wealth Management Jobs - Page 11

Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. 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. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self-motivated with a passion to achieve.

Grade- E0 Role- Collection Executive Description for Internal Candidates Job Role / KRAs v To Ensure Quality portfolio. v To focus on improving Collections in the area assigned individually or in a team / as a team. v To ensure adherence MOPP Norms. v To adhere to the BANKS processes and procedures. v To adhere to Audit requirement. Job Requirements, Skills, Knowledge prerequisites v Passion for Collection. v Willing to Take challenges and responsibility Should have the ability to convince the customer to pay on our terms and conditions Educational Qualifications v Graduate & above Experience Profile 1-3 years

Job Title: Affluent Propositions Lead Location: Goregaon, Mumbai Reporting To: Head of Affluent & Salaried Propositions Job Type: Full-time Role Summary: The Affluent Propositions Lead is responsible for developing, managing, and enhancing products and services targeted at affluent and high-net-worth (HNW) customers. This role involves designing a compelling value proposition, driving customer acquisition and engagement strategies, and ensuring alignment with the banks overall wealth management and retail banking objectives. Key Responsibilities: Strategic Proposition Development: Develop and implement a competitive and differentiated affluent banking proposition. Design exclusive banking benefits, personalized wealth management solutions, and premium customer experiences. Work closely with stakeholders (e.g., product, marketing, and digital teams) to ensure seamless execution. Customer Experience & Engagement: Enhance the customer journey for affluent clients through superior service, digital solutions, and concierge offerings. Identify customer needs through research and insights to develop tailored solutions. Collaborate with relationship managers and wealth advisors to optimize service delivery. Product & Service Innovation: Drive innovation in banking products such as premium accounts, investment solutions, credit cards, and lending options tailored for affluent clients. Leverage digital platforms and fintech partnerships to enhance customer experience. Ensure regulatory compliance in all proposition designs and offerings. Sales & Marketing Collaboration: Work with sales teams to develop strategies for customer acquisition and retention. Design and execute marketing campaigns targeting the affluent segment. Conduct competitor analysis to ensure market-leading positioning. Performance Monitoring & Reporting: Track and report on key performance indicators (KPIs) related to affluent banking growth and customer engagement. Use analytics to measure the effectiveness of propositions and recommend improvements. Key Qualifications & Experience: Bachelor's degree in Business, Finance, Marketing, or a related field; MBA is a plus. 12-15 years of experience in wealth management, retail banking, or financial services, with a focus on the affluent customer segment. Strong understanding of affluent customer needs, banking products, and wealth management solutions. Experience in proposition development, product management, or customer experience design. Skills & Competencies: Strategic thinking with a customer-centric mindset. Strong analytical and problem-solving skills. Excellent communication, stakeholder management, and negotiation abilities. Knowledge of digital banking and fintech trends in wealth management.

Department Kotak Mahindra Bank Limited Location Kotak Bank - infinity Number of Positions 1 Position Grade M5/M6 Job Name Channel Lead- Investment Product Managing internal bank channelsAffluent Segment, Branch banking, 811, SKY channel for adoption and driving sales for investment products. Responsible for annual budget setting as per Channel objectives, negotiating investment product KRA as part of RM SOP, driving sales, managing channel requirements on data for driving business requirements. Responsible for creating channel strategy on products to be focused, giving data insights to channel and management to drive investment sales, managing channel investment drives, coverage of senior leadership team to update product strategy Maintain and deepen relationship with existing channel partners Co-ordinate with different channel partners for various campaigns for RM Improving investment product journey, RM assisted journey basis RM feedback Keep a track of daily MIS & numbers on achievement against KRA Designing dashboards depicting business insights to management Preparation of analytical presentations and slide shows for reviews Suggest process improvements & system enhancements Post Graduate degree with a minimum of 6 years of professional experience. At least 5 years of experience in wealth management, retail sales, or channel sales, specifically in investment products and HNI sales. Strong product knowledge of investment products and financial services. Proficiency in MS Excel, including advanced formulas and data analysis. Excellent interpersonal skills with a pleasing personality to manage client relationships and internal stakeholders effectively. Willingness to learn and adapt, with a focus on continuous improvement.

Job Role Achieving the Business Objectives for the Area and meet the value, volume and channel productivity metrics Generation of revenues through sale of CASA, Assets, TFX and Third Party Products like Insurance, General Insurance etc through branch channel Leading Branch Managers, Operation Team and Mentoring of Sales teams Enhancement of Deposit pool from customers Regulatory compliance Manpower planning RM & RO channel productivity improvement Driving Service Quality parameters across span Manage productivity, morale of branch personnel Establishing standards and delivery of customer service Job Requirements: Excellent written and oral skills Analytical skills Ability to influence people in different departments Strong relationship orientation Should be an excellent team player Eligibility Minimum tenure in current role & grade for applying for same grade role is 18 months & next grade role is 24 months Employees with Meets Expectations and above rating can apply

Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.

Deputy Branch Manager Branch Banking Lead a team of Relationship Managers / Sr. Branch Relationship Managers. Ensuring the sales of CASA, TPP and other asset products through Relationship Managers / Sr. Branch Relationship Managers. Driving customer coverage and Ensuring customer engagement & Retention. Drive productivity through the team assigned Desired Candidate Profile High energy and drive with a Blend of Sales and Service. Ability to manage and motivate front office staff. Customer First attitude. Graduate6 8 years of experience. Post Graduate4 - 6 years of experience. Should be Persuasive with excellent interpersonal skills.

Wholesale Banking SME Portfolio Relationship Manager Grade Manager/Senior Manager/Chief Manager About the Business SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs Specification What are the areas (in quantitative terms) the job has an impact on PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions Key Deliverables New To Bank Accounts Growing the current book size Cross Sell Portfolio Profitability and Hygiene Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience Graduate Preferably MBA or CA Job Skills Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers Anticipates and analyses client needs and expectations Understands the importance of KOTAK ethics when dealing Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials

Dear Candidate, Greetings From "APEX SERVICES" Designation- Assistant manager/Deputy manager Role- Wealth Manager CTC- upto-7 LPA + incentive + Other benefit Roles & Responsibilities:- 1) Business Growth & Revenue Generation :- Drive team-level sales and profitability across financial products including broking, mutual funds, life & health insurance, cards, and loans. 2) Team Management- Lead, mentor, and grow a team of part-time salaried Financial Product Distributors (on vendor payroll). Ensure their training, productivity, and performance are aligned with company goals. 3) Customer Acquisition & Retention- Expand UHNI and corporate customer base. Foster local area programs, referral models, and client retention strategies. 4) Operations & Administration:- Oversee daily branch operations, ensure smooth backend functioning, and manage distributor- level reporting and escalations. 5) Compliance & Risk Management:- Adhere to all regulatory and internal compliance norms; monitor CIBIL scores, documentation and grievance redressal. 6) Market Intelligence & Strategy :- Scan local competition and consumer demand trends. Engage in innovative planning to align with evolving market dynamics. 7) Channel is FPD Financial Product Distribution channel / Wealth Management selling multiple financial products with the help of 50-100 freelance part time salaried distributors on vendors payroll . Kindly reply with an updated CV at apex.samidha@gmail.com if you are interested in the mentioned Job Role, you can call also on 9005316681

You will be joining Merits Capital Private Limited, a prominent financial services firm located in Moti Nagar, New Delhi. We are currently seeking an experienced and motivated Wealth Manager with a strong client base. In this role, your primary focus will be on leveraging your existing relationships to drive business growth, provide exceptional service, and establish long-lasting client partnerships. If you have a proven track record in meeting sales targets and enjoy building meaningful connections with clients, this opportunity is ideal for you. Your responsibilities will include understanding clients" financial objectives, risk tolerance, and investment preferences through detailed consultations. You will be tasked with developing personalized financial plans to assist clients in achieving both short-term and long-term financial goals. Building and maintaining strong client relationships will be crucial, as well as educating clients on our financial products and investment options tailored to their needs. Furthermore, you will use your client base to identify new opportunities and expand business relationships, while also managing client portfolios by making informed investment decisions aligned with their financial plans. Market research and analysis will also be part of your role to identify growth opportunities and potential threats, and you will provide ongoing financial guidance, adjusting plans as needed based on clients" changing life circumstances or market conditions. To qualify for this position, you should have a minimum of 2 years of experience in wealth management or a related field, with preference given to MBA graduates. Possessing relevant certifications such as Certified Financial Planner (CFP) or appropriate regulatory licenses (e.g., SEC) would be advantageous. Demonstrated success in exceeding sales targets and driving business growth, along with a strong existing client base and established industry relationships, are essential. Excellent communication, negotiation, and interpersonal skills are required, as well as self-motivation, results orientation, and the ability to work both independently and collaboratively. Proficiency in CRM software and the MS Office Suite is also expected. In return, we offer a competitive salary with an attractive commission structure, opportunities for career advancement, and a collaborative and dynamic work environment. If you are passionate about sales, client relationships, and professional development, we encourage you to apply and become a part of our team at Merits Capital Private Limited, where talent and hard work are valued and rewarded. To be considered, please submit your resume and cover letter, as we are an equal opportunity employer dedicated to acknowledging and appreciating deserving team members. To learn more about us, please visit our website at www.merits.in.,

Are you a detail-oriented Business Analyst with hands-on experience in T24 and capital markets We are looking for a dynamic individual to join our team and drive regulatory and business reporting solutions across APAC and East Asia. The location for this opportunity is in Delhi NCR, Bangalore, Hyderabad, Pune, Chennai, and Mumbai. As a Business Analyst in this role, you will collaborate with stakeholders to gather and analyze business requirements. Your responsibilities will include translating business needs into functional specifications, acting as a bridge between business and technology teams, supporting project planning, estimation, and documentation. Additionally, you will drive testing, user acceptance, and validation of implemented solutions while identifying and implementing process improvements. The ideal candidate will have proven capital markets experience and domain knowledge in areas such as Corporate Lending, RFR Loans, Syndicated Lending, Term Deposits, Trade Finance & Bank Guarantees, Securities & Wealth Management, and Core banking systems like T24, Finacle, Finestra, etc. By joining our team, you will have the opportunity to work on impactful regulatory and business reporting projects. You will engage with cross-functional teams and deliver technology-driven solutions that shape the future of banking across the region.,

You will play a key role in contributing to achieving the financial targets and business composition goals of the organization. Your primary focus will be on achieving a return on investment (ROI) that exceeds the benchmark index for the portfolio, while also managing acceptable risk levels effectively. As part of your responsibilities, you will be guiding Wealth Managers on the latest products to enhance their sales pitches, thus helping them to better serve clients and drive business growth. Additionally, you will actively engage in internal discussions to collaboratively develop house views across asset classes and create effective investment strategies. Your role will also involve proposing new product concepts to the Investment Committee, thereby contributing to the continuous improvement and innovation within the organization. You are expected to stay current with market developments, including automation, process optimization, and compliance with regulatory changes, and provide ideas to enhance the investment platform accordingly. Ensuring client satisfaction is a crucial aspect of your job. You will be responsible for maintaining a portfolio that is aligned with each client's risk tolerance, financial goals, and investment preferences. Building strong, long-term client relationships will be a key focus, with an emphasis on high retention through consistent performance and transparent communication. Furthermore, you will provide clients with clear and understandable updates on portfolio performance and market conditions, keeping them informed and engaged. Tailoring investment strategies to meet each client's unique financial goals, such as retirement, education, or wealth preservation, will be essential in delivering personalized financial solutions.,

Are you passionate about empowering people with financial knowledge Do you thrive on helping individuals make smart financial decisions for a secure future If yes, then this role is for you! Build strong relationships with clients by understanding their goals and offering personalized financial solutions. Guide individuals in making informed financial decisions for long-term financial well-being. Provide expert insights on financial planning, investment strategies, and wealth management tailored to client needs. Stay ahead of market trends, regulatory changes, and industry best practices to deliver relevant financial advice. Analyze financial data, track progress, and optimize financial plans for better results. Represent Finnovate at conferences, meetings, and industry events to promote financial education. Qualifications & Skills: - Bachelors degree in finance, economics, or a related field (MBA-Finance preferred). - A CFP certification would be a definite advantage, alternatively should have a NISM XA XB qualification or working towards the same. - Minimum of 5+ years of experience in financial advisory or related fields. - Strong knowledge of financial planning, investment strategies, and wealth management. - Excellent stakeholder management skills, superior communication and interpersonal skills to educate and engage clients. - Analytical mindset with the ability to assess financial data and provide strategic recommendations. - Self-driven, goal-oriented, and passionate about helping others achieve financial success.,

As a member of the Infosys consulting team, your primary responsibility will be to address customer issues, identify problem areas, design innovative solutions, and oversee deployment to ensure client satisfaction. You will be involved in developing proposals, contributing to solution design, configuring products, conducting demonstrations, and assisting in resolving any queries related to requirements and solutions. You will play a key role in planning and executing activities, such as configuring products, conducting pilots, and providing effort estimates that align with customer budgetary requirements. Additionally, you will lead small projects, contribute to unit-level and organizational initiatives, and focus on delivering high-quality solutions that add value to customers. Your technical expertise should include skills in Domain Capital Markets and Wealth Management. You should also possess the ability to develop strategies and models that drive innovation, growth, and profitability for clients. Familiarity with software configuration management systems, knowledge of the latest technologies and industry trends, logical thinking, problem-solving skills, and the ability to collaborate effectively are essential for this role. Furthermore, you should have an understanding of financial processes, pricing models, industry domains, client interfacing skills, project management capabilities, and team management experience. Your proficiency in assessing current processes, identifying improvement areas, and proposing technology solutions will be crucial in delivering successful outcomes for clients. If you are ready to contribute to our clients" digital transformation journey by providing exceptional solutions, this role is the perfect opportunity for you.,

You are a skilled and detail-oriented Test Engineer with 3 to 7 years of experience in the Wealth Management domain and Avaloq systems. Your main responsibility will be to conduct end-to-end testing of wealth management applications to ensure quality and compliance in a fast-paced banking environment. Your key responsibilities include designing, developing, and executing test cases for Avaloq-based wealth management systems. You will collaborate with business analysts and developers to understand functional and technical requirements, perform functional, regression, integration, and UAT testing, and identify, document, and track defects using test management tools. It is essential to ensure compliance with banking and QA standards while working closely with cross-functional teams to ensure timely delivery. You must have at least 3 years of QA/testing experience in the banking or financial services domain, along with strong working experience with Avaloq Wealth Management Platform. Sound knowledge of SDLC/STLC, test planning, and test execution is crucial, and experience in both manual and automation testing is preferred. Excellent communication and documentation skills are also required. Having an ISTQB certification, experience with JIRA, TestRail, or similar tools, and exposure to Agile/Scrum methodology are considered good to have. In return, you can expect a competitive salary based on experience, a dynamic and collaborative team culture, and the opportunity to work on global wealth management projects. This is a full-time position based in Trivandrum, Kerala, and immediate joiners are preferred.,

As a Business Analyst with 7-14 years of experience, you will be responsible for various tasks including Business Requirement Documents (BRD) and Functional Requirement Documents (FRD) creation, Stakeholder Management, User Acceptance Testing (UAT), understanding Datawarehouse Concepts, SQL queries, and subqueries, as well as utilizing Data Visualization tools such as Power BI or MicroStrategy. It is essential that you have a deep understanding of the Investment Domain, specifically in areas like Capital markets, Asset management, and Wealth management. Your primary responsibilities will involve working closely with stakeholders to gather requirements, analyzing data, and testing systems to ensure they meet business needs. Additionally, you should have a strong background in investment management or financial services, with experience in areas like Asset management, Investment operations, and Insurance. Your familiarity with concepts like Critical Data Elements (CDEs), data traps, and reconciliation workflows will be beneficial in this role. Technical expertise in BI and analytics tools like Power BI, Tableau, and MicroStrategy is required, along with proficiency in SQL. You should also possess excellent communication skills, analytical thinking capabilities, and the ability to engage effectively with stakeholders. Experience in working within Agile/Scrum environments with cross-functional teams is highly valued. In terms of technical skills, you should demonstrate proven abilities in analytical problem-solving, with a deep knowledge of investment data platforms such as Golden Source, NeoXam, RIMES, and JPM Fusion. Expertise in cloud data technologies like Snowflake, Databricks, and AWS/GCP/Azure data services is essential. Understanding data governance frameworks, metadata management, and data lineage is crucial, along with compliance standards in the investment management industry. Hands-on experience with Investment Book of Records (IBORs) like Blackrock Alladin, CRD, Eagle STAR (ABOR), Eagle Pace, and Eagle DataMart is preferred. Familiarity with investment data platforms including Golden Source, FINBOURNE, NeoXam, RIMES, and JPM Fusion, as well as cloud data platforms like Snowflake and Databricks, will be advantageous. Your background in data governance, metadata management, and data lineage frameworks will be essential in ensuring data accuracy and compliance within the organization.,

You will be responsible for managing HNI client relationships and overseeing a team of Portfolio Managers. Your duties and responsibilities will include: - Sourcing new customers for Wealth Management - Leading a team of Portfolio Managers, providing on-the-job training, and ensuring comprehensive reporting - Meeting set targets for yourself and the team under your supervision - Bringing in Real Estate Assets portfolios from clients and collaborating with relevant departments - Generating upfront revenue by promoting developer projects and investments to new and existing HNI clients - Maintaining daily sales reports, figures, forecasts, and other records for the team - Understanding client needs and offering suitable real estate solutions - Identifying and segmenting target markets to explore new business opportunities - Regularly engaging with clients, conducting face-to-face meetings to assess risk profiles, return aspirations, and deliver personalized product portfolios Requirements: - Proven experience as a Team Leader in Wealth Management or Private Banking with a current HNW client portfolio - Minimum 3 to maximum 7 years of experience in Wealth Management or Private Banking - Fluency in English and a professional demeanor Salary: - Compensation is negotiable based on candidate suitability This is a Full-time position with benefits including paid sick time. The job requires in-person work and demands a total work experience of at least 3 years.,

Job Description: IDFC FIRST Bank is looking for a highly motivated and experienced Private Banker/ Partner to join the First Private team in the West region. As a Private Banker/ Partner, you will be responsible for managing a portfolio of high net worth clients in Mumbai, Maharashtra, India, and providing them with personalized banking and investment solutions. You should have a strong background in wealth management and sales, with a proven track record of building and nurturing relationships with high net worth individuals. Your key responsibilities will include developing and maintaining relationships with high net worth clients, understanding their financial goals, and offering customized banking and investment solutions. You will act as a trusted advisor, providing expert guidance on wealth management and financial planning. Additionally, you will cross-sell various banking and investment products, collaborate with different bank teams for seamless service delivery, stay updated on market trends, and aim to exceed sales targets to contribute to the growth of the First Private team. Qualifications: - Bachelor's degree in Finance, Business Administration, or a related field - Minimum of 10 years of experience in wealth management or private banking - Proven track record of managing high net worth clients and achieving sales targets - In-depth knowledge of banking and investment products and services - Excellent communication and interpersonal skills - Strong analytical and problem-solving abilities - Ability to work independently and as part of a team - Proficiency in MS Office and other relevant software If you are a proactive and customer-focused individual with a flair for providing exceptional service, IDFC FIRST Bank invites you to join their team and elevate your career to new heights.,

About The Role Job role Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. 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. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role JOB DESCRIPTION Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role JOB ROLE - Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. 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. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT - 4 to 5 years work experience - Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Trade and Forex. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc - Understanding of MF and Insurance an added advantage Customer orientation, - High energy and drive. Go getter attitude.

About The Role Job responsibility of RM/TL Team Management Team Recruiting New dealership implement Maintaining relationship with business partners To Provide good service to them as provided by company Sourcing Good / Quality Business from a team Update Post Disbursement Documents Maintaining Productivity of Off roll Employee 6 month of collection portfolio maintain Aggressive Participating in new launching of process and policies by company

About The Role JOB ROLE Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers. Sources new bank customers through external individual efforts and acquisition channel. Cross sells bank products to existing set of Branch customers which are mapped. 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. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction JOB REQUIREMENT Graduate - 3 -5 years of experience Post Graduate - 2 -3 years of experience Customer orientation High energy and drive AMFI / IRDA certified is preferred

About The Role Job role Develops new and expands existing High Net worth Customer relationships forliabilities and commercial assets. Ensures high levels of customer service orientation and application of bank policy. Cross sells existing bank products to customers. 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. Coordinates with other group companies to provide seamless access to other products. Maintains complete relationship record for assigned customer accounts. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirements Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service. Very good understanding of Commercial Assets like CC, OD, TL, Export Finance etc Understanding of MF and Insurance an added advantage Customer orientation, High energy and drive. Go getter attitude. Self motivated with a passion to achieve.