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Lakshmi

Assistant Manager at Rekrut India Pvt Ltd

Last Login: 14 February 2024

Job Views:  
306
Applications:  61
Recruiter’s Activity:  3

Job Code

1064101

Wealth Manager - HNW - Bank

6 - 20 Years.Bangalore/Chennai
Posted 2 years ago
Posted 2 years ago

Opening for a Wealth Manager for one of the MNC bank based at Chennai and Bangalore.

- Managing the High Net Worth customers of the Bank

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net Worth customers

- Providing financial planning & Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch

- Acquisition & Servicing of High Net Worth customers

- Looking people those who are good in Handling HNI and ULTRA HNI customers

- Good in Relationship Management

- Manage AUM

- Good in Acquisition new customers

- Good in local market and good communication skills

- Good in All banking products.

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Posted By

user_img

Lakshmi

Assistant Manager at Rekrut India Pvt Ltd

Last Login: 14 February 2024

Job Views:  
306
Applications:  61
Recruiter’s Activity:  3

Job Code

1064101

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