Wealth Manager - BFSI

- Opening for Wealth Manager who can able to handle high Network Individuals.

- Manage (retain and enhance) the relationships of up to 75 UHNI customers, their family and business entities

- Create and operationalise the plan for acquiring new-to-bank high value customer relationships.

- Leverage networks, partnership and sources of leads and referrals to access prospective clients.

- Interact with internal referral sources to identify prospects and referral opportunities

- Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers

- Provide inputs to the product and research team for any new products that the customer requires

- Achieve the business plans and goals across AUM build up, revenue, profitability, new acquisition and any other specific metrics

- Good in Mututal Funds, Insurance and other banking products.