Key Responsibilities:

I. Enhancing Client Experience & Operational Excellence
Client Servicing & Experience - Facilitate onboarding of HNI/UHNI clients and transaction processing.
Coordinate with Branches and Relationship Managers (RMs) for seamless client experience.
Process Improvement & Stakeholder Collaboration - Assist in organizing training programs conducted by the Retail Banking & Wealth (RBDW) team. Support stakeholder engagement initiatives.
Daily Reporting & MIS - Collect and consolidate daily sales reports from IRM, branches, field sales teams, zones, and regions. Ensure timely and accurate reporting.
Lead Tracker Maintenance - Maintain lead tracker, monitor closure status, and share summarized updates with bank officials and IRM.




Investment Service Data Entry Operations - Process ISA forms for account opening and modification requests. Ensure accurate data entry and adherence to SOPs.

Skills & Competencies Required:
Solid communication and coordination skills.
Proficiency in MS Office (Excel, Word, PowerPoint).
Attention to detail and ability to manage multiple tasks.
Knowledge of KYC norms and wealth management processes (preferred).
Ability to work collaboratively with internal teams and stakeholders.

Educational Qualification:

Graduate

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📌 Wealth Management Services Wms Executive Mumbai (India)
🏢 Federal Operations And Services
📍 India