Wealth Manager

Role & responsibilities

• Acquire and manage clients across Retail, HNI, and Corporate segments for Wealth Products, Corporate Fixed Deposits, Mutual Funds, and Insurance.
• Generate new business through direct client acquisition, referrals, networking, and internal business leads.
• Build and maintain strong relationships with clients to understand their financial needs and recommend suitable investment products.
• Coordinate with internal teams across Mutual Funds, and Branch Banking to identify and develop cross-selling opportunities.
• Conduct product presentations and awareness sessions for clients and internal stakeholders.
• Maintain up-to-date knowledge of market trends, investment products, product returns, and offerings from various AMCs, insurers, and NBFCs.
• Handle the complete client lifecycle, including client onboarding, documentation, transaction processing, renewals, redemptions, and post-sales service.
• Track business performance, client portfolios, product comparisons, and ROI through regular reports and MIS.