Job Description
1. Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition.
2. Revenue generation through cross sell of wealth products like Insurance, Investments etc.
3. Ensure quality of sourcing by acquiring Potential HNW 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.
2. Revenue generation through cross sell of wealth products like Insurance, Investments etc.
3. Ensure quality of sourcing by acquiring Potential HNW 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 Relationship Manager | Liabilities |Bank position is now open for candidates interested in the Software Developer Jobs sector. This role in Chennai 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 Software Developer Jobs is a plus.
