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Burgundy Relationship Manager - Leading Bank

10.00 to 15.00 Years   Kochi   19 Mar, 2024
AV Global Advisory Services
Job LocationKochi
EducationNot Mentioned
SalaryRs 10 - 16 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Role: Burgundy Relationship Manager - Leading BankLocation :Vytilla, Thrissur, Panampilly Nagar, Cochin, Kottayam, Calicut- 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 (e.g. investment seminar etc.)- Refer clients seeking business advisory services to corporate banking/capital markets team- Actively cross sell / provide referrals to other Group Business Units/ Product groups- Acquiring & servicing HNI Clients and building AUM for HNI business Responsible for revenue generation by offering the products like MF,LI Direct/Alternate Products and other cross sell products- Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business.Interested candidates can share profiles to hidden_email/WhatsApphidden_mobile

Keyskills :
wealthwealth managementprivate banking

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