Wealth Management Services (WMS) Executive

Key Responsibilities:

I. Enhancing Client Experience & Operational Excellence

• Client Servicing & Experience - Facilitate onboarding of HNI/UHNI clients and transaction processing.
• Coordinate with Branches and Relationship Managers (RMs) for seamless client experience.
• Process Improvement & Stakeholder Collaboration - Assist in organizing training programs conducted by the Retail Banking & Wealth (RBDW) team. Support stakeholder engagement initiatives.
• Daily Reporting & MIS - Collect and consolidate daily sales reports from IRM, branches, field sales teams, zones, and regions. Ensure timely and accurate reporting.
• Lead Tracker Maintenance - Maintain lead tracker, monitor closure status, and share summarized updates with bank officials and IRM.
• Investment Service Data Entry Operations - Process ISA forms for account opening and modification requests. Ensure accurate data entry and adherence to SOPs.

Skills & Competencies Required:

• Strong communication and coordination skills.
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Attention to detail and ability to manage multiple tasks.
• Knowledge of KYC norms and wealth management processes (preferred).
• Ability to work collaboratively with internal teams and stakeholders.

Educational Qualification:

Graduate

.