Posted By
Posted in
Sales & Marketing
Job Code
301237
Opening - Regional Wealth Manager
Location - Bangalore
Company - Leading Bank
Role & Responsibilities:
- Responsibility of Wealth and Private Banking. Managing wealth managers.
- Managing the investment portfolios with quarterly restructuring of HNW Corporate and Individuals.
- Servicing High Net Worth Individuals and Corporates.
- Identify and grow the current base of High Net Worth customers.
- Achieve high volumes in AUM and incremental revenues via the combination of customer acquisition and Relationship Management.
- Prepare and execute a sales plan for the assigned account relationship.
- Grow the number of new account relationships via conversion of customer referrals, marketing leads and self-generated leads.
- Proactively assess financial needs of customers and fulfilling the same.
- Cross selling different products to the clients with need analysis for other Products like Business Banking, Mortgages, etc.
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Posted By
Posted in
Sales & Marketing
Job Code
301237