Wealth Relationship Manager | Leading Bank

Role : Affluent Relationship Manager Location: Vytilla,Thrissur,Panampilly Nagar,Cochin,Kallai Job Description • Serve as a dedicated single point of contact for 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 • Leverage product experts to generate product specific investment ideas for clients • Ensure proper documentation for smooth transaction execution and customer service • Ensure advisory processes are consistent with defined compliance norms • Prepare KYC reports of client • Build knowledge on available products • Coordinate with IAG/Product/research group • 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 Group Business Units/ Product groups • Acquiring servicing HNI Clients and building AUM for HNI business Responsible for revenue generation by offering the products like MF,LI Direct/Alternate Products and other cross sell products • Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business Interested candidates can WhatsApp profiles to 720001085+ This job is provided by Shine.com