Priority Acquisition RM- Wealth/ Delhi

Job Description:

Client Acquisition & Business Development:

• Acquire new priority banking clients through referrals, networking, and market outreach.
• Identify and cultivate relationships with HNW and UHNW clients.
• Develop and execute strategies to achieve revenue and client acquisition targets.
• Conduct market research to identify business opportunities and stay updated on wealth management trends.

Wealth Advisory & Relationship Management:

• Understand client needs, risk profiles, and financial goals to provide personalized wealth management solutions.
• Offer a range of banking and investment products, including mutual funds, insurance, structured products, and lending solutions.
• Collaborate with product specialists, investment advisors, and external partners to deliver holistic wealth solutions.
• Regularly review client portfolios and provide strategic recommendations based on market conditions.

Compliance & Risk Management:

• Ensure adherence to bank policies, regulatory requirements, and compliance standards.
• Maintain detailed records of client interactions, transactions, and investment recommendations.
• Mitigate risks by conducting thorough due diligence and ensuring proper documentation.

Sales & Revenue Management:

• Achieve and exceed assigned sales and revenue targets.
• Track and report key performance metrics, including client acquisition, portfolio growth, and cross-sell ratios.
• Drive fee income by promoting value-added products and services.