Wealth Manager - Largest Private Sector Bank

Krehsst Recruitment Solutions
  • Mumbai, Nagpur
  • Confidential
  • 2-7 years
  • Views
  • 15 Jul 2016

  • Sales/ Business Development/ Account Management, Investments

  • Financial Services/ Capital Markets, Banking - Retail
Job Description

Managing the Super High Net Worth customers of the Bank

Providing Financial planning & Investment Advise

Profiling Customers and provide financial products to meet customer needs and Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

Ensuring the highest levels of service to the High Net Worth customers

Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

One point contact for all requirements of High Net Worth customers in the Branch

Acquisition & Servicing of High Net Worth customers

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Krehsst Recruitment Solutions