Job Description
Our Client are Leading Bank and Wealth Management Firms and are hiring of Wealth Manager Role.
Experience : 10 Years +
Budget : 10 LPA to 25 LPA
Skills required : HNI Client Acquisition
Location : Mumbai.
Roles & Responsibilties:
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and Wealth products like PMS, AIF, Mutual Funds, Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of products per client.
6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency
Experience : 10 Years +
Budget : 10 LPA to 25 LPA
Skills required : HNI Client Acquisition
Location : Mumbai.
Roles & Responsibilties:
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
2. Revenue generation through cross sell of business banking and Wealth products like PMS, AIF, Mutual Funds, Trade Forex, Insurance, Investments, Retail Assets etc.
3. Ensure quality of sourcing by acquiring Potential Insignia Clients.
4. Acquiring and managing both business, individual (resident and NRI) clients.
5. Increase product penetration and exit barriers, by cross- selling more number of products per client.
6. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Manager | Private Banker | Mumbai 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.
