Job Description
Location: Jaipur
Job Purpose :
The role would be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring that the bank becomes the primary bank for all banking needs.
Roles & Responsibilities:
1. Procuring the potential clients through networking, database, market analysis and references
2. Develop and manage the fund selection models
3. Product due diligence to understand the qualitative aspects of the products
4. Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
5. Financial goal setting and planning and prepare investment proposals for the clients
6. Liaison with operations team to resolve queries and revenue generation
7. Ensuring highest levels of customer service to the...
Job Purpose :
The role would be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring that the bank becomes the primary bank for all banking needs.
Roles & Responsibilities:
1. Procuring the potential clients through networking, database, market analysis and references
2. Develop and manage the fund selection models
3. Product due diligence to understand the qualitative aspects of the products
4. Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements
5. Financial goal setting and planning and prepare investment proposals for the clients
6. Liaison with operations team to resolve queries and revenue generation
7. Ensuring highest levels of customer service to the...
💡 Quick Summary
Seeking a career-building opportunity? The AVP|VP | Wealth Management | Bank |5|15 yrs| Jaipur position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.