Wealth Manager/Senior Wealth Manager - Bank - The role would be responsible for acquiring & managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience. - Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements. - Financial goal setting and planning and prepare investment proposals for the clients. - Liaison with operations team to resolve queries and revenue generation. - Assure adherence to the guidelines set by the bank. - Gather latest Market intelligence and track and benchmark against best practices in competitor banks. Qualifications : Tier I/II MBA; Graduate/Postgraduate with relevant work experience

Ahmedabad

Gujarat

Mumbai

Pune

Surat

 Wealth Manager/Senior Wealth Manager - Bank 

 Wealth Manager/Senior Wealth Manager - Bank  ,Job Description for  Wealth Manager/Senior Wealth Manager - Bank  in People Konnect in  Ahmedabad Gujarat Mumbai Pune Surat for (3-12) years of experience. Apply Now!

Job Description for  Wealth Manager/Senior Wealth Manager - Bank  in People Konnect in  Ahmedabad Gujarat Mumbai Pune Surat for (3-12) years of experience. Apply Now!