Wealth Manager

Job Description

Minimum 3 Years of Experience as Relationship Manager in Wealth Management with Public Banks Private Banks Foreign Banks Broking Firms Security Firms Asset Management Companies. Proficiency/knowledge in local language/area/market/clients is desirable Qualification- Graduate Skills required : Wealth Management products, Liabilities. Role & Responsibilities : Will be responsible for revenues on Liabilities and wealth management products All banking service queries will be passed on to the Customer Service Executive (CSE) Review customer wealth needs and proactively engage with the customer to validate the understanding of his needs Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration Ensure coverage of all relationships through customer engagements, risk profiling and financial planning All loans and cross sell referrals will be passed on to the respective units. Organize customer events to enhance customer bonding Acquire new customers through converting referral leads Ensure that KYC/AML and other compliance norms are strictly adhered to Complete all mandatory certifications within 90 days of joining the role and continuously keep selfupdated on changes in products, processes and compliance regulatory norms Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them Immediate joining or short notice is preferred.