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Team Leader at Team Lease Service
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Wealth Manager - BFSI (3-8 yrs)
- Opening for Wealth Manager who can able to handle high Network Individuals.
- Manage (retain and enhance) the relationships of up to 75 UHNI customers, their family and business entities
- Create and operationalise the plan for acquiring new-to-bank high value customer relationships.
- Leverage networks, partnership and sources of leads and referrals to access prospective clients.
- Interact with internal referral sources to identify prospects and referral opportunities
- Explore, review and fulfil the banking, financial and wealth management needs of the mapped customers
- Provide inputs to the product and research team for any new products that the customer requires
- Achieve the business plans and goals across AUM build up, revenue, profitability, new acquisition and any other specific metrics
- Good in Mututal Funds, Insurance and other banking products.
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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