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01/02 Anish Handa
Managing Partner at Dimensions HRD Consultants

Views:26 Applications:21 Rec. Actions:Recruiter Actions:0

Wealth Manager - Sales - Bank (6-16 yrs)

Delhi NCR/Gurgaon/Gurugram/Noida Job Code: 310680

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

- Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice

- Participate in development of new product/services matched to client needs basis client feedback/market intelligence

- Leverage product & investment experts to generate product specific investment ideas for clients Processes

- Ensure proper documentation for smooth transaction execution and customer service

- Ensure processes are consistent with defined compliance norms

- Prepare detailed KYC reports of client Knowledge

- Build knowledge on available products coordinate with product/investment/ advisory/research group

- Strong Customer Relationship Management skills, able to acquire clients around specific product offerings

- Strong verbal and structured communication to ensure that the client is mentored properly

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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