Wealth Manager - Bank

We have an Opportunity with a leading MNC Bank

Designation:Wealth Manager

Responsibilities:

- To enhance the Relationship Value of the assigned customers through established compliant processes, by providing customer oriented wealth management solutions.

- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.

- Advise customer to enrich the relationships by mobilising additional funds and sell other fee based products/services based on the current and future customer needs.

- Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration

- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

- Acquire new customers through converting referral leads.

- We are looking for MBA from reputed b-schools with 1-8 years of wealth management experience

Interested may send your profile with qualification and ctc details

Contact No: 080-41237369

Rumana Khan
Datamatics Staffing Services Pvt. Ltd,
Bangalore