Managing Partner at Dimensions HRD Consultants
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Wealth Manager - Sales - Bank (6-16 yrs)
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
