RM_Wealth Management

Relationship Management :

Managing, developing, and expanding customer relationships by providing the banking and investment service that exceeds client expectations of the most important customer segment.

Generating Incremental Business

Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments, and commercial products to current and potential HNI Relationships and increase CASA balance in the allocated portfolio either through deepening or Acquisition

Investment Advisory

Financial Planning and Investment Advisory to HNI clients and driving revenue business to generate fee income through products like mutual funds, investments, and insurance

Skills Required

Portfolio Management, Risk Assessment, Financial Analysis, Client Relationship, investment strategies, Regulatory Compliance