Wealth Manager

Wealth Manager

Wealth Manager

Key Responsibilities

• Address the comprehensive financial needs of HNI clients

  , encompassing Personal Banking, Business Banking, Wealth Management, and Insurance.

• Achieve set targets in terms of product mix

  , ensuring a balanced and diversified portfolio for clients.
• Provide

  360-degree coverage of client needs

  across their personal and business banking/financial requirements.
• Undertake a robust

  Relationship Management profile

  , involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement.

• Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives.

• Deliver professional customer service

  to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth.

• Manage the client portfolio strategically

  to de-risk against attrition and ensure the stability of the book.

• Manage key performance indicators

  at the highest level, consistently striving for excellence.

• Manage customer transitions with utmost sensitivity

  , ensuring a smooth and supportive experience.

• Ensure ongoing compliance

  with all relevant policies and procedures.

• Report any suspicious transactions immediately

  to the supervising officer.

Experience & Skills

• 5 to 8 years of job experience

  working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles).

• In-depth knowledge of diverse financial products

  , including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments.
• Proven experience in

  field sales and direct client interaction

  .

• Great communication skills

  , coupled with proficiency in the local language, are essential for effective client engagement.