AV Global Advisory Services
Location
Bangalore | India
Job description
Role : Affluent Relationship Manager
Location: Chennai, Bangalore, Hyderabad
:
- Serve as a dedicated single point of contact for HNWI clients
- 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
- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services
- Leverage product experts to generate product specific investment ideas for clients
- Ensure proper documentation for smooth transaction execution and customer service
- Ensure advisory processes are consistent with defined compliance norms
- Prepare KYC reports of client
- Build knowledge on available products
- Coordinate with IAG/Product/research group
- Create and maintain specific business and marketing plan for existing/new customers
- Leverage networks, partnership, and sources of leads and referrals to access prospective clients
- Interact with internal referral sources to recognize qualified prospects and referral opportunities
- Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminar etc.)
- Refer clients seeking business advisory services to corporate banking/capital markets team
- Actively cross sell / provide referrals to other Group Business Units/ Product groups
- Acquiring & servicing HNI Clients and building AUM for HNI business Responsible for revenue generation by offering the products like MF,LI Direct/Alternate Products and other cross sell products
- Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business
Interested candidates can WhatsApp profiles to hidden_mobile
Job tags
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