Wealth Relationship Manager

Quotient Consultancy
  • Ahmedabad, Mumbai, Nagpur
  • 12-15 lakh
  • 3-8 years
  • Views
  • 18 Jan 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

PRE-REQUISITES :

-Prior experience in Wealth Management /Private Banking with banks/ NBFCs for minimum 3-8 years is a must.

-Should have good exposure in sale of Mutual funds, Insurance, PMS, Equities, etc.

-Should have previously worked/served in this role in the location applied for.

ROLES AND RESPONSIBILITIES :

-Develops new and expands existing High Net worth Customer relationships for liabilities.

-Ensures high levels of customer service orientation and application of bank policy.

-Cross sells existing bank products to customers.

-Informs customers of new products or product enhancements to further expand the banking relationship.

-Plans and conducts special sales initiatives and events for prospective and existing clients.


Competencies/Skill sets for this job

Wealth Management Portfolio Management Broking

Job Posted By

About Organisation

Quotient Consultancy