We need looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products.

It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards.

Experience Required: 6- 10 years in HNI, wealth customer from banks/NBFC firms with good portfolio management experience

Key Responsibilities:

- Acquisition and Retention: Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across liability products (Current/Savings/Term deposits) and wealth management products.
- Dedicated Point of Contact: Serve as the single point of contact and trusted advisor for Affluent and HNWI clients, providing tailored wealth management and banking solutions.
- Account Relationship Review: Regularly assess individual client account relationships to determine banking and investment needs.
- Risk Profiling: Identify the client's risk profile and tailor solutions accordingly.
- Investment Products: Identify and propose potential investment products based on client requirements.
- Wealth Management Solutions:



Offer a wide spectrum of wealth management solutions across various asset classes, including equities, fixed income, alternative products, and bank-related products/services.
- Current Product/Service Development: Contribute to the development of new products/services aligned with client needs, based on client feedback and market intelligence.
- Leverage Expert Knowledge: Collaborate with product and investment experts to generate specific investment ideas for clients.
- Smooth Transaction Execution: Ensure proper documentation and efficient processes for transaction execution and seamless customer service.
- Compliance: Adhere to and ensure all processes comply with defined compliance norms and regulatory standards.
- KYC Reports: Prepare detailed KYC reports for clients, ensuring all information is accurate and up to date.
- Product Knowledge: Continuously build knowledge of available products by coordinating with product, investment, advisory, and research teams.
- Client Acquisition & Relationship Management: Leverage strong customer relationship management (CRM) skills to acquire clients based on specific product offerings.

📌 Branch Relationship Manager - Leading Bank (Chennai)
🏢 AV GLOBAL ADVISORY SERVICES
📍 Chennai