Private Wealth Manager - Banking

High Net Worth Customer Relationship Management:

- Develop and expand relationships with High Net Worth customers to increase liabilities (deposits) and other banking products.

- Provide personalized service and ensure high levels of customer satisfaction in accordance with bank policies.

Cross-Selling:

- Cross-sell existing bank products and services to HNW customers based on their financial needs and goals.

- Inform customers about new products or enhancements to deepen their banking relationship.

Sales Initiatives and Events:

- Plan and execute special sales initiatives, events, or seminars targeted at prospective and existing HNW clients to promote banking products and services.

Coordination with Group Companies:

- Collaborate with other group companies within the organization to provide seamless access to a wider range of banking and financial products.

Relationship Management:

- Maintain comprehensive records of customer interactions and preferences to effectively manage and strengthen banking relationships.

- Develop and implement strategies to enhance customer loyalty and retention.

Customer Service and Complaint Management:

- Track and manage customer complaints and queries, ensuring timely resolution and high levels of customer satisfaction.

- Monitor turnaround times for resolving customer issues and implement improvements as needed.

- Expertise in Mutual Funds and Insurance:

- Possess knowledge of Mutual Funds (MF) and Insurance products, which is advantageous in providing comprehensive financial advice and solutions to customers.

Customer Orientation:

- Demonstrate a strong customer-centric approach in all interactions and transactions with HNW clients, ensuring their financial needs are met effectively