Job Description
Roles and Responsibilities
• Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients for wealth management services.
• Identify cross-sell opportunities for current accounts, insurance products, mutual funds, PMS, AIFs, structured products, and other financial solutions.
• Develop a deep understanding of client needs to provide tailored wealth management advice and solutions.
• Collaborate with internal teams to resolve customer queries and issues related to their investment portfolios.
• Stay up-to-date on market trends and regulatory changes to maintain expertise in the field.
• Manage relationships with High Net Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to acquire new clients for wealth management services.
• Identify cross-sell opportunities for current accounts, insurance products, mutual funds, PMS, AIFs, structured products, and other financial solutions.
• Develop a deep understanding of client needs to provide tailored wealth management advice and solutions.
• Collaborate with internal teams to resolve customer queries and issues related to their investment portfolios.
• Stay up-to-date on market trends and regulatory changes to maintain expertise in the field.
💡 Quick Summary
Seeking a career-building opportunity? The RM - First Wealth / Current Account / NR position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore 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.