About the Client : Client is a leading banking setup with strong pan India presence. Key deliverables: - Monitor and address HNI clients banking and Investment requirements - Identifying client in relevant segments - Prospecting and engagements - Devising and implementing sales strategies in private wealth segments (UHNI and HNI segments) - Leverage marketing and other tools to augment sales and relationship - Ensure client retention and increase in wallet share - Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long-term investment goals - Focus on business development across assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness - Achievement of product-wise targets and cross selling products as per the demographic, lifestyle and risk profiling - Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile Successful Candidates: - Ability to manage relationships to improve relationship value of new & existing Clients - 5 - 10 years- experience in wealth experience in private wealth in Delhi NCR - Aptitude towards delivering high quality customer service with good organizational and interpersonal skills - Decision making skills with strong sense of ownership and ability to work under pressure - Ensure compliance with key regulatory requirements

Delhi NCR

Director/Associate Director - Wealth Management - Banking Platform 

Director/Associate Director - Wealth Management - Banking Platform  ,Job Description for Director/Associate Director - Wealth Management - Banking Platform  in Michael Page International in  Delhi NCR for (7-15) years of experience. Apply Now!

Job Description for Director/Associate Director - Wealth Management - Banking Platform  in Michael Page International in  Delhi NCR for (7-15) years of experience. Apply Now!