Coverage AM - Associate to AVP
*Work closely with RMs to manage and grow existing relationships . This involves building a rapport with the clients and understanding their requirements.
*Managing day to day requirements of clients - account opening, account changes, remittances, bank transfers, KYC, investment related - in mutual funds, PMS, NDPMS, Structures, credit related-loans, OD, LRD etc
-Engage with IA/IC/Lending/Wealth/DPM teams to connect them with client for client requirements.
-Be like a back up to the RM and ensure the client has a seamless engagement with WM even if RM is not available .
*Ensure timely completion of internal reporting
*Resolve client queries
* Engage with Compliance, Legal, DIIPL, Midoffice , PCC and other relevant stakeholders wherever needed in order to manage relationships effectively, find solutions to clients needs/queries /transactions etc.
*Plan and oversee client events/marketing related activities
*Oversee Junior Staff desk –day to day working of the desk, training, monitoring, managing leave schedules.
-Client facing role
-The candidate must be well versed with banking and investment products. If they have knowledge of lending products it will be advantageous.
-Good communication is essential (verbal and written)
-Atleast 8 years experience in the financial services industry preferably in wealth management or priority/private banking
Roles range from AVPs to Associates and hiring across locations like Mumbai, Delhi and Ludhiana.
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