Wealth Manager

Role & responsibilities

Role- Relationship Management

JD - Portfolio Handling Role

• Manages the banking and investments relationship of clients and responsible for overall growth of Liabilities & Investment business from HNI / NRI / UHNI segment.
• Develops, manages, and expands Yes customer relationships by providing service level which exceeds client expectations of most important customer segment..
• Identifies current and potential relationship with additional revenue potential and grow business.
• Completes sales targets spread across investments, liabilities, retail assets, business banking, forex, cards, etc.
• Proactively sell the full range of consumer and commercial product to current and potential HNI / NRI Relationships.
• Drives higher product and channel penetration to deepen mapped relationships and to increase wallet share with Bank.

Skills Required

Financial Analysis, investment strategies, Portfolio Management, Risk Assessment, Market Research, Client Relationship