Senior Wealth Manager/Wealth Relationship Manager - Wealth Advisor Firm

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.