Walk In Drive | Wealth Relationship Manager - ( Manager )
Published date: 2024/01/10
- Location: Chennai, Tamilnadu , India
Leading Private Bank
Chennai, Tamil Nadu
Apply on Work Assist
17 hours agoFull–time
• 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
• Product Advice
• 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 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 seminars etc.)
• Refer clients seeking business advisory services to corporate banking/capital markets team
Chennai, Tamil Nadu
Apply on Work Assist
17 hours agoFull–time
• 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
• Product Advice
• 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 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 seminars etc.)
• Refer clients seeking business advisory services to corporate banking/capital markets team
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