Wealth Relationship Manager - Bank

Wealth Relationship Manager

Our client is a leading Indian private bank.

Postion: Wealth Relationship Manager

Experience: 3-8 years of same experience in leading banks

Salary : 7-10 LPA + incentives

Location: Ahmedabad

MBAs will be preferred

Non negotiable : Must have a current book size of 25 crs +. Ability to acquire HNI customers in the role is critical. The incumbent will have to generate his own book in the first few months.

Responsibilities

- Wealth advisory to HNI clients.

- Responsible for analyzing clients needs and developing a customized Investment and Insurance portfolio for them

- Planning and organizing client events & seminar and getting solutions towards customer queries with respect to their investments.

- Managing customers and servicing their banking needs and requirements.

- Focus on Revenue generation for the bank by sale of Investments & Insurance& other sophisticated investment products like private equity, structured notes and real estate PMS from existing set of customers

- Acquisition of HNI clients

Interested candidates can pl apply at contact@bluehatconsultants.com or call 02240162468 (10am to 6.30 pm)