Wealth Manager - Kolkata, India - Waytogo Consultants

Description

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

Refer clients seeking business advisory services to corporate banking/capital markets team

Actively cross-sell / provide referrals to other Group Business Units/ Product groups