We have Opportunity with India's leading Bank as Relationship Manager for Wealth Management Group
Candidate who are from Non Banking sector with MBA from 1st & 2nd tier college with 2 to 5yrs work experience into sales & willingness to work in banking sector can also apply
Organisation : Indian Leading Bank
Division : Wealth Management Group
Designation : Relationship Manager-Wealth
Location : Mumbai
Job Purpose :
The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.
The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of:
- Making recommendations to clients on ways to best utilize their money
- Building a healthy AUM - Investments
- Generate fee revenue through third-party investments
- Seamless and superior service delivery
- Compliance with key regulatory and bank level requirements
- Contacting clients and setting up meetings.
- Conducting in-depth reviews of clients- financial circumstances, current provision and future aims
- Analysing information and preparing plans best suited to individual clients' requirements
- Designing financial strategies
- Providing clients with information on new and existing products and services
- Assisting clients to make informed decisions
- Researching information from various sources
- Promoting and selling investment products to meet given sales targets
- Keeping up to date with financial products and legislation
- Resolution of queries of all mapped clients within TAT specified
- Ensure compliance through regular process checks and self-audit scores
- Ensuring regular updation of call reports in relevant system
- Ensuring need based product approach towards clients and regular reporting of product penetration
- Managing relationships to improve relationship value of existing customers.
Arjun S
Nexus Consultants & Services
Tel: 022-90290-88025.
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