Wealth RM - Requirement Details :
- Product Knowledge: Wealth products (PMS / Bonds / AIF etc.)
- Candidate should be handling an AUM of Rs. 200 Cr +
- Customer Acquisition/Client Acquisition
- Deepening the client relationship and business growth
- Enhancing the Client Experience for Ultra HNI Clients
- Generate revenue through sale of various financial services of the bank and to achieve the agreed financial targets
- Maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by timely updating their investment portfolio, also monitoring and rebalancing the client wealth portfolio as per their risk profile.
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