Wealth Manager

Apply Now Refer Candidate

Key Responsibilities:

Own the affluent segment in the wealth space by on-boarding Burgundy Private and Burgundy accounts
Early Engagement and Activation of accounts on tide, Investment , Insurance and Fx
Optimize cross sell opportunity for credit cards, mortgage and business lending
Understand customer needs, explore and educate customer on financial needs arising at various life stages
Understand the industry trends and keep an eye on competition strategy w.r.t to sourcing, technology and innovations
Work on initiatives to improve DII, Investment, Insurance penetration and qualified client growth
Ensuring Cross sell of all Products like Suvidha salary label codes, Cards, Investments and MortgageEnsure lowest TAT & FTR for the location and Ensure compliance and integrity of the sales process with respect to right selling, sourcing and documentation
Review people performance in a structured / periodical manner and outline a process to review feedback
Ensure adherence to operational risk controls and accuracy of procedures in day-to-day sales management
Identify business risks and engage with all stakeholders to correct them and take preventive/corrective action as appropriate
Handling HNI & UHNI Clients

Role Proficiencies:

Graduate or Post graduate from a recognized institution
Good communication (both verbal and written) skill in both English and the local language
Ability to manage complex client situations
Result orientation, Analytical thinking, Stakeholder management, Strong problem solving skills, Attention to detail, Excellent product and process knowledge

Experience:
4 - 15 Years
Salary:
4 LPA - 10 LPA
Diversity Candidate:
No
Location:
Bengaluru
Address:
Bengaluru
Primary Skills:
Financial Knowledge, Cross Selling, CASA, Portfolio Management, Wealth Management
Secondary Skills:
Sales and Cross-Selling, Teamwork and Collaboration
Industry:
BFSI Fintech & Financial Services
Job Type:
Full time
Degree:
Any Graduate