Wealth Relationship Manager - Bank

Products : AIF, PMS, LAS, All Wealth Products

ESOP Funding

Advising Affluent & HNI clients on their Investments across a gamut of wealth products and managing their overall financial portfolio. Deepening the wallet from existing clients.

- Manage client portfolios, keeping client plans up-to-date. Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services across asset classes.

- Seek to establish a level of trust and confidence with the client so that any financial need can be addressed and solutions offered.

- Procuring the potential/target clients through networking, database, market analysis and references.

- Achieving financial goals and maintaining organization brand value.

- Ensure highest levels of customer service and experience to these HNI customers.

- Interact with clients to update them on research calls and advising on asset allocation within their financial portfolio and guide them on their investments.