Wealth Manager and Portfolio Manager_ Banking

Role & responsibilities

• Responsible for increasing liabilities size of relationship via balances in accounts of existing HNI customers and enhancing customer profitability by capturing larger share of wallet
• Review the inflows and outflows in the mapped HNI accounts and also proactively tracks HNI visits to India
• Establish close connect with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings
• Generates new sales leads for HNI customers through referrals from existing clients, HNI brokers, stock brokers, expats of shipping companies, etc.          

Secondary Responsibilities:

• Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers
• Recommend process changes in order to improve service efficiency and quality across the branch network.
• Demonstrated Ability in sales planning and conceptualize promotions and marketing initiatives
• Knowledge of the Banking Industry, FEMA regulations governing HNI business, HNI / HNW Customer Behaviour, Money and Financial Markets 

Managerial & Leadership Responsibilities (if applicable)

• Attract and retain best-in-class talent for key roles in their reporting structure
• Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements Enable teams to drive growth targets by providing necessary support '
• Key Success Metrics
• CA/SA and TD growth targets, Customer Acquisition targets, Product Cross Sell targets
• Involved in increasing customer engagement through cross – selling Investment Products like Life Insurance, General Insurance, Gold Coins, etc. and other non-investment Products like Forex, Remittances, Loans, etc. to new and existing customers