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Job Location | Gurugram |
Education | Not Mentioned |
Salary | Rs 5 - 10 Lakh/Yr |
Industry | Banking / Financial Services |
Functional Area | Sales / BD |
EmploymentType | Full-time |
Hi Professionals,We are looking for Wealth RM for a Reputed Private Bank for Gurgaon and Faridabad Location.Designation- Wealth RM-1. Increasing the Liability book and Investment AUM portfolio size through,deepening and new acquisition.2. Revenue generation through cross sell of business banking andwealthproducts like Trade Forex, Insurance, Investments, Retail Assets etc.3. Ensure quality of sourcing by acquiring Potential Insignia Clients.4. Acquiring andmanagingboth business, individual (resident and NRI) clients.5. Increase product penetration and exit barriers, by cross- selling more number of products per client.6. Performing Portfolio allocations, reviews && financial check-ups for each client at defined frequency.7. Collaboration with product specialists to ensure engagement of clients withsuperior and tailoredwealthmanagement and business banking solutions.8. Ensuring adherence to Compliance processes and guidelines.9. Reduce rejection rates and improve quality of documentation.10. Ensuring 360 client engagement Total Client Ownership.Interested candidate can share resumes on seniorrecruiter.spbcgroup@gmail. com or contact 9315003675.RegardsLovely9315003675
Keyskills :
hnwhniforexinsuranceealthhnisalesuhnitradecrosssellingwealthmanagerportfoliowealthmanagement