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21/10 Neha Pandey
HR Recruiter at V-Konnect Associates

Views:950 Applications:232 Rec. Actions:Recruiter Actions:1

Wealth Relationship Manager - Bank (1-15 yrs)

Bangalore Job Code: 858007

We are hiring for leading bank for Wealth Relationship Manager profile.

Location: Bangalore

Job Description:

- Building on AUMs by growing the investment book of the bank and ensuring a one stop platform for managing customer investments across all wealth products/platforms.

- Inculcating client risk profiling before reviewing client portfolios and making recommendations and ensuring portfolio alignment/rebalancing basis the profile/needs of the customer.

- Building a focus towards investment cross sell among the RM population and building on investment penetration of HNI customers.

- Moving towards an advisory model on wealth products for HNI clients by offering products across platforms including alternate products such as PMS/PIA/AIF, structures etc.

- Ensuring RM activation and focus on investment products and going on joint meetings to build volumes along with new to investment penetration of the portfolio.

Neha Pandey
9818396533

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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