Wealth Relationship Manager Kozhikode @ Waytogo Consultants

Job Description

About Wealth Business:
Wealth Business caters to a segment of customers who are High Net Worth Individuals
with a range of customizable offerings in wealth management, personal banking and
business & lending solutions. It gives a highly personalized services with an expertise
driven approach of an investment house with the great stability and immaculate
execution. Wealth Business offer a gamut of different product offerings tailor-made to
its customers with seamless touch-points.
About the Role:
The Relationship Manager will be responsible for nurturing HNI client relationships
through continuous client engagements and risk profiling. TheRMwill be responsible for
identification of potential customers and providing them customized solutions as per
their requirements. The position entails client management and acquisition with a key
focus on expanding the Asset under Management. Key capabilities include working in a
dynamic and fast-paced environment with cross-functional teams to design, collaborate
with multiple stakeholders and provide tailored investment products aligned to customer
needs. The center of all client engagements will be to ensure superior customer
experience

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Keyskills:   hni client handling portfolio management casa wealth management ultra hni