Reports to: Cluster Branch Manager Wealth

Positions Reporting to Role:

- Relationship Manager Wealth

- DBM Wealth and Operations team

Job Role and Responsibilities:

- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio

- Monitor and address HNI clients- banking and Investment requirements

- Review client's personal data, align and provide seamless 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.

- Achieve product-wise targets (funds and investments, insurance and risk protection, investment advice etc)

- Mentor, coach & drive business numbers from set of Wealth Managers of the branch.

- Responsible for driving wealth lounges in branches for business numbers through Wealth Managers of respective branches.

- Manage day to day banking operations.

- Monitor Demat/Foreign Exchange remittances/locker.

Deliverables:

- Manage wealth & retail clients through client visits

- Provide financial investment advisory to the clients and achieve revenue targets

- Advise clients on their product requirement to maximize their investments

- Develop new relations through referencing and other sources

- Market feedback i.e., new product, pricing, and competitor's activity etc. to the cluster manager

- Provide seamless and superior service delivery to the clients

- Ensure compliance with key regulatory and bank level requirements

- Ensure that branch adheres to Know Your Customer (KYC) and Anti-Money Laundering (AML) norms at all times

- Build and maintain long term relationships, deepen relationship (grow relationship value) and increase revenues

- Cross-sell new and existing products and service with clients

Skills and Competencies:

- Analytical Skills

- Interpersonal Skills

- Knowledge and understanding of wealth products and services

- Client Management

- Knowledge of wealth market

- Team handling skills

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