Associate Director - Private Wealth - Bank

Industry - Banking / Financial Services / Broking

Category - Finance

Skills - Wealth Management, Private Wealth, Corporate Relationship Managers, Private Bankers

Job Type - Permanent

Job Description

- Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments

- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

Client Details

Hiring organization is a leading banking setup with a pan India presence.

Description

Key deliverables:

- Monitor and address HNI clients banking and Investment requirements

- Identifying client in relevant segments

- Prospecting and engagements

- Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments)

- Leverage marketing and other tools to augment sales and relationship

- Ensure client retention and increase in wallet share

- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals

- Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness

- Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling

- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile

Profile

Successful Candidates:

- Ability to manage relationships to improve relationship value of new & existing Clients

- Aptitude towards delivering high quality customer service with good organizational and interpersonal skills

- Decision making skills with strong sense of ownership and ability to work under pressure

- Ensure compliance with key regulatory requirements

Job Offer

- Utilize the firm's client-centered wealth management philosophy to guide your advisory services with an individual client base

- Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan

- Analyze market performance, investments, and client data to develop strategies for meeting clients' financial goal

- Interpret and prepare income projections, financial summaries, and investment performance reports,

and manage and update client portfolios accordingly

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Somaira Khanon +91 22 4236 3216.

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