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RM - Wealth Manager_South

Kochi, KL
Job Code:
  • Banking & Finance
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Job Details

Location Chennai, Bangalore, CochinJob Description for RM-Wealth Manager - Monitor and address HNI clients banking and Investment requirements- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness- Achievement of product-wise targets- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio- Conduct risk profiling of all mapped clients for better advisory on investment needs- Ensuring client contactability at all times through updation of latest contact details in all necessary systems- Regular contact with all mapped clients through weekly / monthly calls- Resolution of queries of all mapped clients within TAT specified- Ensuring need based product approach towards clients and regular reporting of product penetration- Reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)Key Skills - Ability to manage relationships to improve relationship value of existing customers- Ability to build and maintain long term relationships, deepening relationship and growing revenues- Ability to provide seamless and superior service delivery- Ability to ensure compliance with key regulatory and bank level requirements Educational Qualifications PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any Specialization
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 1-6


Corporate Sales | Real Estate Sales | Relationship/Account Servicing
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