Regional Wealth Manager - Bank

Opening - Regional Wealth Manager

Location - Bangalore

Company - Leading Bank

Role & Responsibilities:

- Responsibility of Wealth and Private Banking. Managing wealth managers.

- Managing the investment portfolios with quarterly restructuring of HNW Corporate and Individuals.

- Servicing High Net Worth Individuals and Corporates.

- Identify and grow the current base of High Net Worth customers.

- Achieve high volumes in AUM and incremental revenues via the combination of customer acquisition and Relationship Management.

- Prepare and execute a sales plan for the assigned account relationship.

- Grow the number of new account relationships via conversion of customer referrals, marketing leads and self-generated leads.

- Proactively assess financial needs of customers and fulfilling the same.

- Cross selling different products to the clients with need analysis for other Products like Business Banking, Mortgages, etc.