Posted By
Posted in
Sales & Marketing
Job Code
1181318
Wealth Relationship Manager
About Wealth Business :
Wealth Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Wealth Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points.
About the Role :
- The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling.
- The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements.
- The position entails client management and acquisition with a key focus on expanding the Asset under Management.
- Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs.
- The center of all client engagements will be to ensure superior customer experience
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Posted By
Posted in
Sales & Marketing
Job Code
1181318