Relationship Manager - Wealth Business

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