Wealth Manager - Banking

AMFI / NISM certified

IRDA Certification

Job Description:

Experience : Wealth Management experience in Banks, NBFC, Brokerage houses

Key Skills : Good interpersonal and communication skills - English & Vernacular Good Presentation skills

- Good networking skills - ability to start relationships and guild rapport

- Sound knowledge of Wealth Management Products Good analytical skills, ability to understand client needs and sell range of pdts

- Process Orientations - self discipline to adhere to laid down processes

- Have High integrity and professional values

- Have passion for selling and entrepreneurial orientation

Key Roles :

- Achieve personal and business unit goals by implementing a variety of relationship deepening technique and new business acquisition activities

- Acquiring and managing resident and NRI clients

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

- Work in close coordination with Client Experience Manager - Preferred banking to deliver superior service to clients

- Cross-sell Wealth products to clients

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

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

- Working closely with other Business Units to leverage Wealth Management Cross-sell opportunities

- Ensuring adherence to Compliance processes and guidelines

Salary Range: 6 - 9 LPA