Wealth Manager

Responsibilities:

• Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Bank
• Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness
• Formulate and implement the sales plan to acquire new HNI clients and increase the customer base
• Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience
• Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements
• Ensure client contactability at all times though regular connect with them in weekly/ monthly calls
• Resolve client queries for the managed book within the specified TAT
• Plan and conduct special sales initiatives and events for prospective and existing clients
• Endure adherence to all bank and regulatory processes at all times