Wealth Manager - Bank

About the client:

- Company Name: Client of Upgrad Rekrutindia

- Industries: Real Estate / Property

- Company Type: Forbes Global 2000

- Funding Stage: Acquired

- Headquarter Location: Maharashtra

- Nature of Offering: Service

- Founding Year: 2017

- No of Employees: 1001-5000

We have an opportunity for Wealth Manager across locations

- Individual / Team handling role

- Handing HNI / Ultra HNI customers

- Advising clients on financial products and services.

- Managing investments.

- Offering clients suggestions on various financial products and services

- The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.

- Ability to manage relationships to improve relationship value of existing Clients

- Managing relationship to improve relationship value of existing customers.