Verified Job
Accounting - Finance
Wealth Manager Retail Banking
Accounting - Finance
#310438
Remote / WFH
Job Description
Hiring for- Wealth Manager (Retail Banking)
Job Location- Delhi, Mumbai, Pune
Industry- Banking
Job Description:
Relationship Management profile involving acquiring, growing and deepening Customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Customers' financial, banking, investment and business needs and objectives.
• Responsible for sales planning and driving lead generation for business development.
• Achieving targets by generating and increasing sales through new and existing clients.
• Supporting promotional activities and creating awareness about products through promotional schemes, and meetings.
• Acquisitions of new clients for the bank.
• Responsible for achieving quarterly targets in terms of new business development and business from existing clients.
• Serving as a one-point contact for clients.
Eligibility Criteria:
Experience is required in Wealth Management
Job Location- Delhi, Mumbai, Pune
Industry- Banking
Job Description:
Relationship Management profile involving acquiring, growing and deepening Customer relationships through effective relationship management. Focusing on the analysis and satisfaction of Customers' financial, banking, investment and business needs and objectives.
• Responsible for sales planning and driving lead generation for business development.
• Achieving targets by generating and increasing sales through new and existing clients.
• Supporting promotional activities and creating awareness about products through promotional schemes, and meetings.
• Acquisitions of new clients for the bank.
• Responsible for achieving quarterly targets in terms of new business development and business from existing clients.
• Serving as a one-point contact for clients.
Eligibility Criteria:
Experience is required in Wealth Management
