Wealth Manager - Bank

Wealth Manager

We have an opportunity with a leading MNC Bank for the below mentioned position

Wealth Manager

Responsibilities:

- The incumbent will need to review customer needs and asset allocation; proactively engage with the customer to validate the understanding of the needs.

- Acquire new customers through converting referral leads, and building on existing relationships

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

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

- Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.

Key Requirements:

- Strong analytical/quantitative skills

- Excellent communication + presentation skills

- Exemplary relationship skills (internal as well as external customers)

- Self-starter; a good team player and flair for influencing, convincing people

- Keen interest in building a career as a Relationship Manager

- The hired person will also need to have a long-term commitment to the role; this would enable build depth in customer relationships, and grow the portfolio over a period of time.

We are looking for MBA-2004,2005,2006,2007 and 2008 batch with experience in Banking, relationship management roles with HNI clients

Interested may send your profile with ctc details to rumana@datamaticsindia.com

Contact No: 080-41237369

Rumana Khan
Datamatics Staffing Services Pvt. Ltd,
Bangalore