Wealth Manager- Bank- Gurgaon, Manesar
- V-Konnect Associates
- 1 to 5 Yrs
- Noida, Gurugram
- 5 months ago
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Job Description
A Relationship Manager handles a group of NRI Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The 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 applications
To Enhance & Retain customer profitability by capturing larger share of Wallet
Ensuring compliance and control in sales and service.
Servicing of NRI customers.
Employement Category:
Employement Type: Full timeIndustry: BFSI
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Wealth Manager- Bank- Gurgaon, Manesar and
Keyskills: hni acquisition wealth manager relationship manager
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V-Konnect Associates
 V-Konnect is a full service recruitment company with its Head office at Gurgaon. V-Konnect brings with itself a decade of rich experience spanning across 10 industry sectors. Over the years, V-Konnect is a preferred recruitment partners to multinationals and leading Indian businesses. Organiz...
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