Wealth Manager - Branch Banking

Join the workforce of India's leading private sector bank that has won accolades from top national and international magazines, and explore a world of opportunities.

We have an opening for the position of Wealth Manager - Branch Banking.

Role: Wealth Managers (Relationship Managers)

Qualification: Graduates / MBA

Product: Branch Banking / Wealth Management

Experience: Min 3 years in wealth Management

Location: Mumbai (South, Western, Central)

ROLES & RESPONSIBILITIES:

- The relationship manager will be responsible for acquiring Preferred clients (HNI/Ultra HNI)

- Handling Preferred / Premium customers

- Maintaining client relationships and generate AUM from preferred clients.

- Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the HNI/Ultra HNI segment in the market for new client acquisition, to research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

Salary Range: 6 - 12 LPA