Wealth Manager

Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers- financial, banking, investment and business needs and objectives. Provide the face of the Bank to the high net worth customers of the Bank. Detailed Responsibilities : - Generate new business to achieve defined sales targets - Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. - Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. - Ensure ongoing self-development. - Manage the portfolio to de-risk against attrition and achieve stability of book. - Manage the key performance indicators at the highest level. - Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Sales : - Achieve the Targets set in terms of product mix. - Achieve - best in class- productivity in order to maximize the efficacy of the sales process. - Achieve the budgeted cross sell targets. - Aggressive Sales call plans to acquire large prospective customers through referrals. - Ensure coverage of customer base in accordance with the Group approved Relationship Matrix. Integration Management : - Manage the customer transition with utmost sensitivity. - Awareness of all the policies and procedures issued in relation to money laundering prevention. - Ensure compliance with these policies and procedures on an ongoing basis. - Any suspicious transaction must immediately be reported to the supervising officer