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Affluent Relationship Manager

Full time @AV Global Advisory Services in Banking
  • Post Date : 03/02/2024
  • Salary: Rs1,000,000.00 - Rs1,600,000.00 / Yearly
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Job Detail

  • Salary Yearly
  • Career Level Manager
  • Experience 8 Years +
  • Gender Any
  • Qualifications UG
  • Location
    Chennai, Bangalore, Hyderabad

Job Description

 

Urgent Vacancy with Leading Bank

Role – Affluent Relationship Manager

Location – Chennai, Bangalore, Hyderabad

 

 Job Description:

 

Acquiring & servicing HNI Clients and building AUM for HNI business Responsible for revenue generation by offering the products like MF,LI, and other cross sell products.

 

– Serve as a dedicated single point of contact for 75-100 HNWI clients

– Portfolio management

– Review individual account relationships to determine the banking and investment needs of clients

– Identify the risk profile of the customer

– Identify potential investment products for clients

– Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services

– Leverage product experts to generate product specific investment ideas for clients

– Ensure proper documentation for smooth transaction execution and customer service

– Ensure advisory processes are consistent with defined compliance norms

– Prepare KYC reports of client

– Build knowledge on available products

– Coordinate with IAG/Product/research group

– Create and maintain specific business and marketing plan for existing/new customers

– Leverage networks, partnership, and sources of leads and referrals to access prospective clients

– Interact with internal referral sources to recognize qualified prospects and referral opportunities

– Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminar etc.)

– Refer clients seeking business advisory services to corporate banking/capital markets team

Required skills