Wealth Manager - Delhi NCR, India - iimjobs

Description

About the client:

Company Name: Banking Industry

Industries: Banking / Financial Services / Broking

Company Type: Public

Funding Stage: Unicorn

Headquarter Location: Mumbai

Nature of Offering: Product & Services

Founding Year: 2000

No of Employees:

Responsibility:-

- Banking,wealth management, product orientation, Relationship Management , customer service .

- Managing a portfolio of HNI customers of the branch and ensuring that the banking requirements of these customers are met. (SA & FD & Mf and demat Portfolio)

- Sourcing new High Net worth Accounts for the branch.

- Deepening the relationship between the customer and the bank by helping the customers to choose the right financial product from a gamut of products offered by the bank.

- Grow AUM and Sales revenue on a month on month basis .

- Sourcing various financial products from these HNI customers like savings account, current account, Demat account, Fixed Deposit, Credit Card, loans , retail forex, SBBloans, group medical insurance etc.

- Sourcing third party and wealth management products from these customers like insurance, mutual funds and advisory services.

- Coordinating with various departments of the bank to provide various banking facilities like remittances, Bank Guarantees and loans to the customers.

- Handling all wealth RM vertical in branch.

Jyoti Sharma
SNG Talent Solutions
Contact Number