Private Wealth Advisor/ Relationship Manager

Introduction

  • Strong client UHNI client network and relationships
  • Exceptional communication skills
  • Ability to think Big
  • High on integrity
  • Passionate, Ambitious & perseverant, Entrepreneurial mindset
  • Relationship management skills, Collaborative approach and a team player

Service RM – Private Wealth

Roles & Responsibilities

  • Building strong and active relationships with clients. Ensure quick resolution and keeping customer informed about the progress in cases
  • Ensure highest level of customer satisfaction and absence of problem incidence.
  • Proactively escalate potential issues/concerns.
  • Have good knowledge of MF, Structure Product, PMS,AIF, Broking, Bonds/NCD.
  • Providing MIS and statements as required by clients. Liaisoning with various Internal and external operations teams to keep a track of all customer investments/queries.
  • Ensure account opening and documentation is completed within TAT.
  • Ensure internal and external regulatory guidelines are followed.
  • Suggesting internal processes improvements.
  • Maintaining and updating of client records at periodic intervals and act as a single point of contact for RM’s, Clients and the Operations Team.