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WEALTH RELATIONSHIP MANAGER KOZHIKODE

4.00 to 6.00 Years   Kozhikode   16 Nov, 2023
Job LocationKozhikode
EducationNot Mentioned
SalaryRs 10 - 14 Lakh/Yr
IndustryBFSI
Functional AreaInvestment Banking / M&A
EmploymentTypeFull-time

Job Description

    About Wealth Business:Wealth Business caters to a segment of customers who are High Net Worth Individualswith a range of customizable offerings in wealth management, personal banking andbusiness & lending solutions. It gives a highly personalized services with an expertisedriven approach of an investment house with the great stability and immaculateexecution. Wealth Business offer a gamut of different product offerings tailor-made toits customers with seamless touch-points.About the Role:The Relationship Manager will be responsible for nurturing HNI client relationshipsthrough continuous client engagements and risk profiling. TheRMwill be responsible foridentification of potential customers and providing them customized solutions as pertheir requirements. The position entails client management and acquisition with a keyfocus on expanding the Asset under Management. Key capabilities include working in adynamic and fast-paced environment with cross-functional teams to design, collaboratewith multiple stakeholders and provide tailored investment products aligned to customerneeds. The center of all client engagements will be to ensure superior customerexperience

Keyskills :
hni client handlingportfolio managementcasawealth management

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