Job Summary
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Industry:
• Real Estate
Summary:
Posted On:
Job Purpose:
• Monitor and address HNI clients’ banking and Investment requirements, use financial acumen and investment expertise to review a client’s personal data, align clients’ need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals.
Key Deliverables:
The objective of this job is to increase overall financial revenue being generated from the set of HNI accounts mapped with asset and liability targets by means of:
• Main deliverables are building and maintaining long term relationships, deepening relationship (growing relationship value) and growing revenues
• By reaching out to all mapped clients on a periodic basis (defined) and cross selling as many products as possible (as per the demographic, lifestyle and risk profiling)
• By providing seamless and superior service delivery
• By ensuring compliance with key regulatory and bank level requirements
Responsibilities:
• Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
• Achievement of product-wise targets
• Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
• Ensuring regular availability of Research material and inputs to the client
• Conduct risk profiling of all mapped clients for better advisory on investment needs
• Ensuring client contactability at all times through updation of latest contact details in all necessary systems
• Regular contact with all mapped clients through weekly / monthly calls
• Resolution of queries of all mapped clients within TAT specified
• Ensure compliance through regular process checks and self-audit scores
Other Responsibilities
• Ensuring regular updation of call reports in relevant system
• Ensuring need based product approach towards clients and regular reporting of product penetration
• Mandatory certifications
• Managing relationships to improve relationship value of existing customers
:
Wealth ManagerWealth AdvisorRelationship ManagerHNI SalesHNINRIDirect sales
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