Relationship Manager - Wealth Management - NBFC (2-4 yrs)
We are looking candidates for the role of Wealth Manager for Chennai location.
About Company: It is one of India's Leading NBFC Having more than 200 branches across pan india with an asset base of more than 3000 CR.
Job Details :
Designation : Wealth Manager
Location : Chennai
Exp - Min 2 Years into wealth management
Salary - Upto 12 LPA
Job Description :
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long term investment goals
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Achievement of product-wise targets.
- Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio
- Ensuring need based product approach towards clients and regular reporting of product penetration
- Conduct risk profiling of all mapped clients for better advisory on investment needs
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
