Job Description
Location: Bangalore
Job Purpose :
The role would be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring that the bank becomes the primary bank for all banking needs.
Roles & Responsibilities:
1. Procuring the potential clients through networking, database, market analysis and references
2. Develop and manage the fund selection models
3. Product due diligence to understand the qualitative aspects of the products
4. Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
5. Financial goal setting and planning and prepare investment proposals for the clients
6. Liaison with operations team to resolve queries and revenue generation
7. Ensuring highest levels of customer service to the customer acquired
8. Assure adherence to the guidelines set by the bank
+. Gather latest Market intelligence and track and benchmark against best practices in competitor banks
10. Be up-to-date with equity and debt markets by going through investment reports/concall
11. Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX and commodities
12. In depth knowledge wealth management products - mutual funds, portfolio management service providers, alternative investment funds and listed investments
13. Knowledge of taxation implications for various investment products
14. Recommend improvements to processes and policies across the retail banking business to drive operational efficiencies and high quality customer service
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
Job Purpose :
The role would be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring that the bank becomes the primary bank for all banking needs.
Roles & Responsibilities:
1. Procuring the potential clients through networking, database, market analysis and references
2. Develop and manage the fund selection models
3. Product due diligence to understand the qualitative aspects of the products
4. Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
5. Financial goal setting and planning and prepare investment proposals for the clients
6. Liaison with operations team to resolve queries and revenue generation
7. Ensuring highest levels of customer service to the customer acquired
8. Assure adherence to the guidelines set by the bank
+. Gather latest Market intelligence and track and benchmark against best practices in competitor banks
10. Be up-to-date with equity and debt markets by going through investment reports/concall
11. Knowledge of all the asset classes - equity, fixed income, structured products, real estate, FX and commodities
12. In depth knowledge wealth management products - mutual funds, portfolio management service providers, alternative investment funds and listed investments
13. Knowledge of taxation implications for various investment products
14. Recommend improvements to processes and policies across the retail banking business to drive operational efficiencies and high quality customer service
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
💡 Quick Summary
Seeking a career-building opportunity? The Apply for AVP|VP | Wealth Management | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.