- Meet annual goals/budgets set by the manager for self - Develop existing and new relationships - Market a full range of Wealth Management products and services in a diversified manner to existing and new clients - Maintain communications with clients to assess their needs and risk profile, advise on the appropriate investment mix - Cultivate and manage relationships with other areas of the Bank to promote cross-selling - Ensure product documentation including credit facilities is at all times correct and appropriate - Maintain good level of knowledge of the Bank's systems and regulatory environment

Ahmedabad

Bangalore

Delhi NCR

Hyderabad

Kolkata

Mumbai

Senior Role - Wealth Management - NBFC 

Senior Role - Wealth Management - NBFC  ,Job Description for Senior Role - Wealth Management - NBFC  in Vrinda Global in  Ahmedabad Bangalore Delhi NCR Hyderabad Kolkata Mumbai for (10-17) years of experience. Apply Now!

Job Description for Senior Role - Wealth Management - NBFC  in Vrinda Global in  Ahmedabad Bangalore Delhi NCR Hyderabad Kolkata Mumbai for (10-17) years of experience. Apply Now!