Manager/Senior Manager - Wealth Relationship Management - Bank

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