jobseeker Logo
Now Apply on the Go!
Download iimjobs Jobseeker App and get a seamless experience for your job-hunting
17/03 Riya Das
Senior Consultant at Waytogo Consultant

Views:106 Applications:34 Rec. Actions:Recruiter Actions:26

Wealth Manager - Bank (7-15 yrs)

Mumbai/Navi Mumbai/Ahmedabad Job Code: 1234636


1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.

2. Manage a wealth sales team. Revenue generation through cross sell of wealth products like Insurance, Investments etc.

3. Ensure quality of sourcing by acquiring Potential wealth Clients.

4. Acquiring and managing both business, individual (resident and NRI) clients.

5. Increase product penetration and exit barriers, by cross- selling more number of products per client.

6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency.

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights (Read more)
  • Follow-up
    (Read more)
Something suspicious? Report this job posting.