Equitas Small Finance Bank - Wealth Manager - HNI

Wealth Manager - Equitas Small Finance Bank

1. Monitor and address HNI clients banking and Investment requirements

2. 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

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

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

5. Formulate outbound and inbound sales plan to acquire new HNI Clients for increasing customer base of the portfolio

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

7. Ensuring client contractibility at all times through updation of latest contact details in all necessary systems. Regular contact with all mapped clients through weekly / monthly calls

8. Resolution of queries for all managed clients within TAT specified