Wealth Manager - NBFC (3-7 yrs)
We are looking candidates for the role of Wealth Manager for multiple locations. Please do share your updated CV if interested.
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
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
Himanshu
BeanHR Consulting
9205134436
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