Wealth Manager
ConfidentialAhmedabad, Navi Mumbai, Delhi30+ days ago
Job descriptionAddress Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. Achieve the Targets set in terms of product mix. 360 degree coverage of client needs across his personal & business banking / financial needs. Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Manage the customer transition with utmost sensitivity. Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer.
Candidate Profile :
- Should have 5 To 8 Yrs of job experience working with Bank NBFC as a Relationship Manager- Pioneer Burgundy Priority / Insignia / Wealth Management / Pvt Banker .
- Knowledge of - Mutual Funds, PMS, AIF, Structured Products, Banking & NRI Products, Business Banking, Personal Banking, Investments.
- Should have experience of field sales & client interaction. Great communication with knowledge of local language.
Skills Required
Pms, Mutual Funds, Aif, structured products
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Wealth Manager • Ahmedabad, Navi Mumbai, Delhi
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