Wealth RM/ NRI RM (Leading BANK) Senior Management MUMBAI

5 - 10 Years

Job Description

Leading BANK hiring Wealth Manager & NRI


Interested please call MAHEK 022 40697707/ 9137263337

Drop CV at quotientconsultancy@gmail.com

Job Description

I. Client Management/ Servicing:
Serve as a dedicated single point of contact for 75-100 HNWI clients
Portfolio management
- Review individual account relationships to determine the banking and investment needs of clients
- Identify the risk profile of the customer
- Identify potential investment products for clients
- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services
II. Product Advice
- Leverage product experts to generate product specific investment ideas for clients
III. Processes
- Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms
- Prepare KYC reports of client
IV. Knowledge
- Build knowledge on available products Coordinate with IAG/Product/research group
V. Client Acquisition
- Create and maintain specific business and marketing plan for existing/new customers
- Leverage networks, partnership, and sources of leads and referrals to access prospective clients
- Interact with internal referral sources to recognize qualified prospects and referral opportunities
- Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminar etc.)
- Refer clients seeking business advisory services to corporate banking/capital markets team
- Actively cross sell / provide referrals to other Axis Group Business Units/ Product groups

Salary: INR 8,00,000 - 16,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Sales, Retail, Business Development

Role Category:Retail Sales

Role:Sales/Business Development Manager


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Quotient Consultancy

View Contact Details+

Recruiter Name:MAHEK RAJPAL

Contact Company:Quotient Consultancy


Email :quotientconsultancy@gmail.com

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