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Job Summary Creating database according to the requirement and handling on field event and social media platforms. Responsibilities and Duties MS Powerpoint, MS Word/Excel and Mail Drafting. 2. Set sales and revenue tar...
Wealth Manager | Private Bank
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Place of work
Ahmedabad
Contract type
-
Start date
-
Salary
-
Job details
Job description, work day and responsibilities
• Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
• Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
• Ensure quality of sourcing by acquiring Potential Clients.
• Acquiring and managing both business, individual (resident and NRI) clients.
• Increase product penetration and exit barriers, by cross- selling more number of products per client.
• Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
• Work in close coordination with Client Experience Manager’s to deliver superior service to clients.
• Ensuring adherence to Compliance processes and guidelines.
• Reduce rejection rates and improve quality of documentation.
• Ensuring 360° client engagement – “Total Client Ownership”.
• Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.
• Ensure quality of sourcing by acquiring Potential Clients.
• Acquiring and managing both business, individual (resident and NRI) clients.
• Increase product penetration and exit barriers, by cross- selling more number of products per client.
• Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management and business banking solutions.
• Work in close coordination with Client Experience Manager’s to deliver superior service to clients.
• Ensuring adherence to Compliance processes and guidelines.
• Reduce rejection rates and improve quality of documentation.
• Ensuring 360° client engagement – “Total Client Ownership”.
Company address
Offer ID: #865989,
Published: 1 month ago,
Company registered: 2 months ago
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