Job Overview
Manage and grow an assigned portfolio of affluent and HNI clients by delivering personalised wealth management solutions and building long-term relationships. The role involves managing existing client portfolios while actively acquiring new affluent and HNI clients, identifying investment opportunities, driving AUM growth and offering a range of wealth products such as Mutual Funds, PMS, AIFs, Bonds and other investment solutions based on client requirements.
Job Description
1) Manage and grow existing HNI/ UHNI clients. Providing them personalized wealth management and banking solutions.
2) Source/ Acquire new bank customers through external individual efforts and acquisition channel. And manage a strong and established affluent client portfolio.
3) Achieve revenue target, acquisition and cross selling targets while ensuring high levels of customer service orientation and application of bank policy.
4) Cross sells bank products to existing set of Customers. Informing customers of new products or product enhancements to further expand the banking relationship
5) Exposure to premium wealth products and investment solutions by Coordinating with other group companies to provide seamless access to other products
6) Focus on AUM growth, client acquisition and relationship deepening. Maintaing complete relationship record for assigned customer accounts
Looking for candidates with strong experience and knoweldge in Wealth Management / Private Banking and Investment solutions. Well-polished and articulate. Having strong HNI / Affluent client-handling and acquisition skills.