Wealth Manager - Banking

We have an opening for the Wealth Manager position at a leading bank.

Roles & Responsibility:.

- New and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers new bank customers through external individual efforts and acquisition channel. high levels of customer service orientation and application of bank policy. sells bank products to existing set of Customers.

- Customers of new products or product enhancements to further expand the banking relationship. and conducts special sales initiatives and events for prospective and existing clients. with other group companies to provide seamless access to other products.

- Maintains complete relationship record for assigned customer accounts.

Requirements:.

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services.

- MIS generation.

- Graduate 6 years of experience AMFI / IRDA.

- Post Graduate 4 years of experience AMFI / IRDA.

- Interview's on for the Highest -Super HNI Client Group.

- CTC + Incentive + Bonus (Depends individually).

Budget: 10 to 20 LPA.

BM 20 to 22 LPA + Variables + Bonus.

- Zonal Head & National Head round only 2 rounds.

Contact Person : Anshika Trivedi.