Opening for First Wealth Relationship Manager @ Acura Solutions.

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Opening for First Wealth Relationship Manager

Acura Solutions.
4 Positions
Ahmedabad
24 days ago
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Job Description

A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services.
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 HNI 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

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Opening for First Wealth Relationship Manager

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Company: Acura Solutions
Location(s): Ahmedabad

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Keyskills: wealth management hni client handling portfolio management cross selling sales

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Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

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Acura Solutions.

Company Details Acura Solutions

Opening for First Wealth Relationship Manager @ Acura Solutions.

Home > Sales / BD