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10/10 Anushree Maniyar
Talent Acquisition Lead at Page Group

Views:25606 Applications:436 Rec. Actions:Recruiter Actions:410

Manager/Senior Manager/AVP - Wealth Manager - Bank (6-10 yrs)

Delhi/NCR Job Code: 622598

Our client is a leading bank looking to expand its private wealth/private banking business.

Designation: Manager/Sr Manager/AVP

Location: Delhi NCR

Reporting into: Head Private Banking

Responsibilities:

- Identify potential new clients and work with them to build up relationship with the goal of managing their wealth

- Constantly engage with clients in order to meet their financial need and goals by understanding their concerns

- Proactively advise the clients, explaining the types of financial services available, educating them about investment options and potential risks which need to adhered

- Work in collaboration with various stakeholders in order to achieve revenue targets

- Act as a first point of contact by liasoning between the bank and its client

- Comply with mandatory policies and procedures

Skills and Qualities:

- Discretion and trustworthiness

- Ability to build strong relationships with discerning clients

- Knowledge and understanding of financial markets

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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