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Recruiter at Rize People Konnect Pvt. Ltd.
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Wealth Manager - HNI Segment - Private Banking (8-12 yrs)
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
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