Wealth Manager

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients.

2) Achieve the Targets set in terms of product mix.

3) 360 degree coverage of client needs across his personal & business banking / financial needs.

4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management.

5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives.

6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth.

7) Manage the portfolio to de-risk against attrition and achieve stability of book.

8) Manage the key performance indicators at the highest level.

9) Manage the customer transition with utmost sensitivity.

10) Ensure compliance with these policies and procedures on an ongoing basis.

11) Any suspicious transaction must immediately be reported to the supervising officer.

Skills Required

Financial Analysis, investment strategies, Client Relationship, Portfolio Management, Tax Planning, asset allocation