Private Client Group

Work Level : Individual

Core : Communication Skills, Result Driven, Problem Solving

Leadership : Building Work Relationships, Working Independently

Industry Type : Banking

Function : Investment Banking, Private Equity & VC

Key Skills : Private Banking,Private Client Group,Private Wealth,PCG,Wealth,Wealth Management,Investment Advisor,Mutual Fund,Mutualfund sales

Education : PG / Master

Note : This is a requirement for one of the Workassist Hiring Partner.

Job Duties & Responsibilities

• Manage customer's issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers.
• Ensure complete knowledge on all products & services. Be the leader for resolving all queries & complaints.
• Ensure full training & briefing on all product launches & upgrades.
• Research complaints & compliments. Analyze & suggest innovations & ideas on product & service improvement in addition to service level improvements.
• Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries.
• Work hand in hand with fellow CBG RMs, Service Manager and TRE to ensure that all objectives of the team are met and there is team harmony and unity.
• Working with the Branch Heads to achieve sales & service through in-branch business development activities, and providing feedback to the team.
• Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises, KYC and anti-money laundering measures.
• Establish Bank as a wealth management provider in India. Undertake frequent competitor analysis so that bank product suite is in line with (or ahead of) competing banks.
• These updates to be shared with seniors at regular intervals. Also suggest local promotional activities which will help reinforce the brand.
• Keep attuned to the current economic and financial markets so as to be current and proficient in attending to customers' queries.
• Work hand in hand with other business units to ensure that objectives of the team are met and there is team harmony and unity.
• Facilitate the distribution of third party investment products to customers, after taking into consideration the risk profile and investment objectives of the said customer.
• This will entail constant interaction with the asset management companies & customers.

Company Description

Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.

We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.

For a seamless job search experience, visit our website : https : / / bit.ly / 3QBfBU2

(Note : There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don&apost hesitate to apply today. We are waiting for you!

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Skills Required

Mutual Fund, Private Banking, Wealth Management, Investment Advisor