I.Client Management/ Servicing:
• Serve as a dedicated single point of contact for 75-100 HNWI clients
• Portfolio management
– Review individual account relationships to determine the banking and investment needs of clients
– Identify the risk profile of the customer
– Identify potential investment products for clients
– Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services
II. Product Advice
– Leverage product experts to generate product specific investment ideas for clients
III. Processes
– Ensure proper documentation for smooth transaction execution and customer service
– Ensure advisory processes are consistent with defined compliance norms
– Prepare KYC reports of client
IV. Knowledge
– Build knowledge on available products – Coordinate with IAG/Product/research group
V. Client Acquisition
– Create and maintain specific business and marketing plan for existing/new customers
– Leverage networks, partnership, and sources of leads and referrals to access prospective clients
– Interact with internal referral sources to recognize qualified prospects and referral opportunities
– Participation in events to meet current and prospective clients as well as to educate clients on investment products (e.g. investment seminar etc.)
– Refer clients seeking business advisory services to corporate banking/capital markets team
– Actively cross sell / provide referrals to other Axis Group Business Units/ Product groups
