Sales Coverage Support Analyst

Role Description

Wealth Management caters to HNI and UHNI clients across spectrum of individuals, NRIs, corporates, Trusts etc. We offer the entire range of banking services, investment products and lending solutions.

Your key responsibilities

• 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, LRDetc
• Regularly speak with clients on their investments, lending and banking requirements. Be a strong back up to the RM to effectively manage the relationships.
• Support RMs in material /documents required for new client acquisition liase with Product team to prepare presentations, collate reports and data , arrang...