Senior Recruiter at Techconnexions
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Partner/Executive - Wealth Management - Banking (3-10 yrs)
Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships
- Portfolio management
- Review individual account relationships to determine the banking and investment needs of 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
- 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
Ensuring need based product approach towards clients and regular reporting of product penetration
- 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)
Key Skills:
- Ability to manage relationships to improve relationship value of existing customers
- Ability to build and maintain long term relationships, deepening relationship and growing revenues
Ability to ensure compliance with key regulatory and bank level requirements
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