Wealth Manager - Bank

Wealth Manager

One of our clients, A leading MNC Bank is looking for a right candidate for the below mentioned position.

POSITION:- Wealth Manager

JOB DESCRIPTION:-

-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.

DESIRED PROFILE:

- We are looking for MBA's with 4-8 yrs of relevant experience from banking industry.

Interested may send your profile with current CTC details to:
sushma@datamaticsindia.com
Phone No. 080-41512972
Sushma Giri
Datamatics Staffing Services Pvt. Ltd,
Bangalore