Acquisition Wealth Manager - BFS

Acquisition Wealth Manager

Responsibilities:

- Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.

- Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints.

- Ensure full training & briefing on all product launches & upgrades.

- Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.

- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries.

- Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.

- Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.

- Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures.

- Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that bank product suite is in line with (or ahead of) competing banks.

- These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the bank brand.

- Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries.

- Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity.

- Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer.

- This will entail constant interaction with the asset management companies & customers.