Private Wealth Manager - Bank

- To generate revenue, from sourcing new to bank relationships from identified verticals and by selling of Wealth and business banking products to individuals and business owners.

- Increasing the Investment AUM portfolio size through, deepening and new acquisition.

- Ensure quality of sourcing by acquiring Potential Clients.

- Acquiring and managing both business, individual (resident and NRI) clients.

- Increase product penetration and exit barriers, by crossselling more number of products per client.

- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.

- Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.

- Ensuring adherence to Compliance processes and guidelines.

- Reduce rejection rates and improve quality of documentation.

- Ensuring 360- client engagement - "Total Client Ownership".

- Experience is 2-4 years.