• Hiring for Wealth Relationship Manager - Delhi/NCR Jobs in Delhi,India

  • for a pvt leading Bank

Job Description:


Acquiring and managing business (HNI and ultra HNI)

 Inreasing the liability book and investment AUM portfolio size

 Ensuring adherence to compliance processes and guidelines

 Advice clients on their product requirement to maximise their investments

 Develop new client relations through references

 Generate the cross selling business from existing clients by cross selling other products

(Family Account, Home loan, Personal Loan, Investment - ULIP and Mutual Fund, Credit Card

and Forex)

 Maintain and develop client relationships and periodic visit to existing clients

 Manage and track the leads and maintain DSR on regular basis

 Profiling Customers and provide financial products to meet customer needs

 Ensuring the highest levels of service to the High Net Worth customers

 Formulate outbound and inbound sales plan to acquire new customers for increasing

customer base of the portfolio

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Sales/Business Development
Role : Retail Sales
Salary : Rs 5.00 - 9.00 Lacs p.a.
Deadline : 08th Apr 2020

Key Skills:

Company Profile:

for a pvt leading Bank

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