Wealth Manager

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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:


  • Location:


  • Address:


  • 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

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