Wealth Manager - Mumbai, India - Waytogo Consultants
Description
Client Management/ Servicing:
• Serve as a dedicated single point of contact for 250 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
II. Product Advice
Leverage product experts to generate product specific investment ideas for clients
III. Processes
Ensure proper documentation for smooth transaction execution and customer service
Ensure advisory processes are consistent with defined compliance norms
Prepare KYC reports of client
IV. Knowledge
Build knowledge on available products – Coordinate with IAG/Product/research group
V. Client Acquisition
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