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Wealth Manager- Bank- Vishakhapatnam, Jhansi and Aligarh

1.00 to 5.00 Years   Vishakhapatnam   02 Aug, 2023
V-Konnect Associates
Job LocationVishakhapatnam
EducationNot Mentioned
SalaryRs 4.0 - 6 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    A Relationship Manager handles a group of NRI Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment ServicesThe job also included achieving all the budgets and revenues through third party sales, transaction maintenance.It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.Acting as an interface between the bank and its NRI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.Designing Portfolio for investments on the basis of risk profile of customers using various applicationsTo Enhance & Retain customer profitability by capturing larger share of WalletEnsuring compliance and control in sales and service.Servicing of NRI customers.

Keyskills :
hni acquisitionwealth manager

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