hr1@imatesconsultants.com Cochin, Kerala
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Career Opportunity

Wealth Manager with a Leading Bank Test

Wealth Management wealth management
Location Chennai
Experience 3 - 7 Years
Salary 12 - 34 LPA
Openings 1
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About the opportunity

Job Overview

Key Responsibility Areas: - Lead, mentor, and supervise a team of Relationship Managers, ensuring high performance and effective client coverage. - Oversee the management of the collective portfolio of corporate clients, identify growth opportunities, and drive business development initiatives across the team. - Guide team members in understanding client requirements, advising on solutions, and maintaining strong client relationships. - Review and provide feedback on credit appraisal notes, financial and credit analyses, forecasts, and financial modelling prepared by the team. Ensure quality and compliance across all submissions. - Direct the acquisition of New to Bank (NTB) clients to meet annual targets, supporting team members in achieving their goals. - Promote cross-selling of banking products including treasury solutions, CMS & Escrow products, Liability products, debt syndication, corporate advisory, investment banking, and corporate finance. - Maintain rigorous documentation, client communication standards, process compliance, and credit hygiene across the team’s activities. - Monitor and manage portfolio credit quality, proactively reporting any credit deterioration or Early Warning Signals (EWS) to senior management. - Foster effective collaboration with cross-functional teams such as credit, trade, and operations, ensuring seamless transaction flow and strong support for Relationship Managers. - Support team members in their professional development and skill enhancement.
Candidate fitment

Preferred Candidate Profile

Experience
3 - 7 Years
Industry
Wealth Management
Vertical / Department
wealth management
Job Location
Chennai
Salary
12 - 34 LPA
Employment Type
Full Time
Number of Openings
1
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