Team Leader - Wealth Banking

Krehsst Recruitment Solutions
  • Kolkata
  • Confidential
  • 8-13 years
  • 15 Jul 2016

  • Investments

  • Banking - Retail
Job Description

Candidates with Core Banking Experience into Private Banking/Private Wealth

Manage a team of 8-10 Wealth RMS and shall be responsible for achievement of team targets

Will be involved into Relationship Building & Management with the customer for Sales & Services of Financial Products.

To manage customers in the branch or through client visits & provide Financial / Investment Advisory

Develop new relations through referencing

Serve as a dedicated single point of contact for 30-40 HNWI clients

- Identify the risk profile of the customer

- Identify potential investment products for clients

- Counsel client on emerging financial issues, new bank products and services, regulatory tax changes, and the general financial environment, in order to advise them of the impact on their personal/corporate wealth and bank related services

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Krehsst Recruitment Solutions