Consultant at AV Global Advisory Services
Views:21 Applications:17 Rec. Actions:Recruiter Actions:0
Affluent Relationship Manager - Sales - Bank (8-16 yrs)
Role : Affluent Relationship Manager
Location: Chennai, Bangalore, Hyderabad
Job Description :
- Serve as a dedicated single point of contact for 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
- Actively cross sell/provide referrals to other Group Business Units/ Product groups
- Acquiring & servicing HNI Clients and building AUM for HNI business Responsible for revenue generation by offering the products like MF,LI Direct/Alternate Products and other cross sell products
- Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
