Manager/Sr Manager - Wealth Management - HNW - BFSI

Wealth Manager( Manager/ Sr.manager) Wealth Management Company - Delhi

Job Description :

- Handling a group of High Net Worth Clients of the branch.

- Profiling Customers and provide financial products to meet customer needs

- Deepen 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.