Wealth Manager - Bank

Position : Wealth Manager

- Providing EXPERT & PROFESSIONAL Guidance and Recommendations on a wide variety of Investment plans

- Handling branch clients portfolio, and adding HNI clients for bank in form of NTBs. Cross sell of aall other financial products asset and liability according to client need

- New customer acquisition, Casa,financial advisory,forex trade, insurance, mutual fund,PMS, real estate, Gold, LAP,home loan etc to HNI customer

- To inform customers of new products or product enhancements to further expand the banking relationship

- To plan and conduct special sales initiatives and events for prospective and existing clients

- Ensuring compliance with key regulatory and bank level requirements

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- MIS generation, maintains records for all acquisition figures and account up gradations

Note : Local Candidates only