Affluent Relationship Manager
Full time @AV Global Advisory Services posted 4 months ago in BankingJob Detail
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Salary Yearly
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Career Level Manager
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Experience 8 Years +
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Gender Any
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Qualifications UG
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LocationChennai, Bangalore, Hyderabad
Job Description
Urgent Vacancy with Leading Bank
Role – Affluent Relationship Manager
Location – Chennai, Bangalore, Hyderabad
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 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