• Investment Advisor - Wealth Management - BFS Jobs in Chennai,India - 25255671

  • TeamLease
  • Save Job
  • 3 - 4 Years
  • Posted : above 1 month

Job Description:

Revenue Generation

- Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products

Role description

- 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

- Identify the risk profile of the customer

- Identify potential investment products for clients

- Offer Wealth Management Solutions to clients across the asset class spectrum, ie equities, fixed income, alternate products etc and bank-related products & services Product Advice

- Participate in the 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

Whatsapp - 9990817104

Profile Summary:

Employment Type : Full Time
Salary : Not Mentioned
Deadline : 30th May 2020

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