Opening for Wealth Manager - Banking Industry - Chennai

Banking Industry

3 to 8 yrs. Chennai
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Posted on 09 Mar 2016

Job Description

Client : Banking
Location : Chennai
CTC : Nego
Dept : Wealth Mgmt
Position: Relationship Mgr
Experience: 3-6 Yrs
Education : Degree in Financial discipline / AMFI / NISM / IRDA certified


Job Description:
Achieve personal and business unit goals by implementing a variety of
Relationship deepening technique and new biz acquisition activities
Acquiring and managing resident and NRI clients
Collaboration with product specialists to ensure engagement of clients with superior and tailored wealth management solutions
Work in close coordination with Client Experience Manager – Preferred banking to deliver superior service to clients
Cross-sell Wealth products to clients
Portfolio allocations, reviews & financial check-ups for each client according at defined frequency
Ensuring 360° client engagement – Total Client Ownership
Working closely with other Business Units

Keyskills

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