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09/04 Kavita Nagpal
Senior Executive HR at V-Konnect Total Sourcing Solutions

Views:4160 Applications:38 Rec. Actions:Recruiter Actions:11

Manager/Senior Manager - Wealth Relationship Management - Bank (6-8 yrs)

Mumbai Job Code: 559472

Position-Manager / Sr. Manager-Wealth RM

Location-Mumbai

For Partner Min Exp-6 Yrs

For Sr. Partner Min Exp-8 Yrs

Job Description :

- One of the leading banks is looking for Wealth RM ( Mgr / Sr Mgr ) for Across Mumbai locations.

- Candidates form banking / broking/ Insurance background preferred.

- Profiling Customers and provide financial products to meet customer needs the relationship by Cross selling Banks Products and Services according to Customer Needs .

- Increase liabilities size of relationship via balances in accounts of existing customers .

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

- Ensure profitability of the portfolio: Generate high Income per Customer .

- Acquire new customers who meet product criteria through cross-referencing.

Candidate Profile:

- Managing the High Net Worth customers of the Bank

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net Worth customers

- Providing financial planning & Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch


Salary offered: 12 - 15 LPA

Interested candidates pl do share your updated resume or contact at 8851463922

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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