Hiring for Regional Wealth Manager - Large Bank in Hyderabad / Secunderabad, Mumbai for Exp. 6 - 10 (Job in Mumbai)
(Not Shown) (Please mention MumbaiClassic.com when contacting)
Job Description:Job Description 1. Acquire Wealth Customers thru a Team of Wealth RM s 2. Deepen Relationships Ensure each AM/ RM / SRM are focussed on the enclosed Grow the CASA of this portfolio Cross-sell mortgages, credit cards and drive channel migration Acquire more customers from the same household Service these customers Drive penetration of wealth products across the bank portfolio. Manage the FPC to ensure they are productive. 3. Wealth Management Ensure each AM/ RM / SRM are focussed on the enclosed Do a Financial Needs Analysis and Risk Profiling for the customers in the portfolio. Design a investment portfolio and plan based on Bank s model portfolios Periodic Portfolio reviews for all customers Cross-Sell investments , life insurance, general insurance and SIP. Ensure all customers have a CASA for routing their investments. Ensure all customers use the Iflex wealth management system 4. Compliance Ensure each AM/ RM / SRM are focussed on the enclosed Ensure AMFI and IRDA certification Ensure all customer instructions are executed the same day Ensure 100% documentation of all transactions. 5. Branch Development: Conduct branch Insurance Investment seminars to spread financial awareness. 6. Employee Motivation Ensure team members are motivated.