Wealth Manager - HNI Segment - Private Banking

Wealth Manager - Private banking

Role and Responsibility :

- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers

- Sources new bank customers through external individual efforts and acquisition channel

- Ensures high levels of customer service orientation and application of bank policy

- Cross sells bank products to existing set of Customers

- Informs customers of new products or product enhancements to further expand the banking relationship

- Plans and conducts special sales initiatives and events for prospective and existing clients

- Coordinates with other group companies to provide seamless access to other products

- Maintains complete relationship record for assigned customer accounts

Requirements :

- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services

- MIS generation

Location - Delhi NCR

Qualification - Any Post graduate or graduate can apply for this job.

Sangeeta Das
Assistant Manager - Talent Acqusition
People Konnect

9711096905