Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Banking & Finance
Job Code
1401503
Client Management/ Servicing:.
- Serve as a dedicated single point of contact for 250 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.
Processes:
- Ensure proper documentation for smooth transaction execution and customer service.
- Ensure advisory processes are consistent with defined compliance norms.
- Prepare KYC reports of client.
Knowledge:
- 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.
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Posted By
Mousumi Das
HR at Waytogo Consultants
Posted in
Banking & Finance
Job Code
1401503