We are recruiting a Senior Wealth Manager- Relationship Management for a leading Bank. This role is based in Delhi / NCR The role will involve : 1. Build trust and effectively manage relationships with clients by thoroughly understanding their needs, providing advice and delivering appropriate products and services 2. Drive business results through revenue and asset growth, new client acquisition and growth of existing client relationships 3. Perform the role of the client owner for high net worth clients and lead the origination, structuring and execution of complex transactions by catering to their financial goals 4. Build and source referrals from network of intermediaries there by growing existing client relationships 5. Adhere to all the policies and practices and develop an ethical environment Candidate Profile : Ideal candidate will have a minimum of 8 years experience in financial management/relationship management/HNI sales. In-depth understanding of investments, asset allocation/portfolio construction, equities and fixed income trading, credit/lending, basic trust and estate solutions, retirement planning etc. is vital.

Delhi NCR

Senior Wealth Manager - Relationship Management - Banking 

Senior Wealth Manager - Relationship Management - Banking  ,Job Description for Senior Wealth Manager - Relationship Management - Banking  in Bridge Talent in  Delhi NCR for (8-15) years of experience. Apply Now!

Job Description for Senior Wealth Manager - Relationship Management - Banking  in Bridge Talent in  Delhi NCR for (8-15) years of experience. Apply Now!