Job Description
Greeting from !!!
There is urgent opening for Senior Wealth Manager role with leading BANK.
Designation : Privy RM
Job Description :
1. Develops new and expands existing High Net worth Customer relationships for liabilities.
2. Ensures high levels of customer service orientation and application of bank policy.
3. Cross sells existing bank products to customers.
4. Informs customers of new products or product enhancements to further expand the banking relationship.
5. Plans and conducts special sales initiatives and events for prospective and existing clients. 6. Coordinates with other group companies to provide seamless access to other products.
7. Maintains complete relationship record for assigned customer accounts.
8. Tracks customer complaints / queries and turnaround times for customer satisfaction
Role : Retail Banking Sales
Industry : Banking
Functional Area : Sales & Business Development
Role Category : Retail & B2C Sales
Key SkillsPortfolio Managementwealth managementacquisitionburgundywealth managerhniinsignianriaffluentroyal rmhnwCASAaumimperiaexclusiveFinancial Services SalesInvestment ProductsSkills highlighted with are preferred keyskills
UG : Any Graduate ni
There is urgent opening for Senior Wealth Manager role with leading BANK.
Designation : Privy RM
Job Description :
1. Develops new and expands existing High Net worth Customer relationships for liabilities.
2. Ensures high levels of customer service orientation and application of bank policy.
3. Cross sells existing bank products to customers.
4. Informs customers of new products or product enhancements to further expand the banking relationship.
5. Plans and conducts special sales initiatives and events for prospective and existing clients. 6. Coordinates with other group companies to provide seamless access to other products.
7. Maintains complete relationship record for assigned customer accounts.
8. Tracks customer complaints / queries and turnaround times for customer satisfaction
Role : Retail Banking Sales
Industry : Banking
Functional Area : Sales & Business Development
Role Category : Retail & B2C Sales
Key SkillsPortfolio Managementwealth managementacquisitionburgundywealth managerhniinsignianriaffluentroyal rmhnwCASAaumimperiaexclusiveFinancial Services SalesInvestment ProductsSkills highlighted with are preferred keyskills
UG : Any Graduate ni
💡 Quick Summary
Seeking a career-building opportunity? The Senior Wealth Manager | Leading Bank position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
