Wealth Relationship Manager - Banking

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

Location: Delhi NCR

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