Premier Wealth Manager

E. S. Jobs

- Develops New and ExistingHigh Net worth (HNI)Customer relationships for priority Business in depth profiling of the clients

- Generate business actions across liabilities, assets and fee products

- Formulate and implement the sales plan to acquire new HNI clients and increase the customer base.

- Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements.

- Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls.

- Ensures high levels of customer service orientation and application of bank policy

- Informs customers of new products or product enhancements to further expand the banking relationship

- Plans and conducts special sales initiatives and events for prospective and existing clients

- Maintains complete relationship record for assigned customer accounts

- Endure adherence to all bank and regulatory Processes at all times.

• Experience

  5 - 11 Years

• No. of Openings

  10

• Education

  M.B.A/PGDM

• Role

  Premier Wealth Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  Kalina , Mumbai