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Relationship Wealth Manager
Relationship Wealth Manager
22
Ahmedabad
Job Views:
Created Date: 2025-07-21
End Date: 2025-09-22
Experience: 3 - 5 years
Salary: 30000
Industry: Financial services / Banks/ NBFC/ BFSI
Openings: 1
Primary Responsibilities :
Core Responsibilities-
* Managing the banking and investments relationship of current clients and responsible for overall growth of Liabilities
& Investment business from HNI segment
* Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of
most important customer segment.
* Identify current and potential relationship with additional revenue potential and grow business
* Generating Incremental Business
* Proactively sell the full range of consumer and commercial product to current and potential HNI Relationships.
Experience Requirements:
Customer Engagement:
* Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired
relationship values
* Face to the client and First person Responsible for service and sales satisfaction of mapped clients Investment Advisory
* Financial Planning and Investment Advisory to HNI clients
* Driving revenue business to generate fee income through products like mutual funds, investments and insurance Process and Audit
* Ensure all sales activity is recorded online as per the organizational process
* Capture and maximize the business opportunity through detailed client profiling as per organizational process