Posted By
Posted in
Sales & Marketing
Job Code
782765
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
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Posted By
Posted in
Sales & Marketing
Job Code
782765