Home
Jobs
Companies
Resume

Hiring For Wealth manager role

4 - 9 years

6 - 15 Lacs

Chennai, Bengaluru

Posted:1 day ago| Platform: Naukri logo

Apply Now

Skills Required

Business Banking HNI Acquisition Relationship manager Commercial Banking Working Capital HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Acquisition and Servicing: Identifying and acquiring new high-net-worth clients and managing existing relationships to deepen their engagement with the bank. Cross-Selling: Proactively identifying opportunities to cross-sell various products and services, including retail liabilities, portfolio management, and HNI client handling. Financial Advisory: Providing financial planning and investment advice to high-net-worth clients, helping them understand their financial goals and manage their wealth effectively. Customer Relationship Management: Building strong relationships with clients through regular interactions, understanding their needs, and ensuring their satisfaction with the bank's services. Target Achievement: Meeting assigned revenue targets and business targets related to client acquisition, relationship enhancement, and product penetration. Documentation and Compliance: Ensuring all documentation related to client accounts and transactions is accurate, certified, and compliant with bank policies and regulations. Customer Service: Providing excellent customer service, resolving queries and complaints efficiently, and ensuring timely communication.

More Jobs at Avallon Osiris India

Looking For Staffing business development executives

Bengaluru

2.0 - 5.0 yrs
|

INR 1 - 3 Lacs

Looking For Floor manager and Sales associate

Bengaluru

4.0 - 9.0 yrs
|

INR 3 - 8 Lacs

Hiring Branch manager For Leading private Bank

Hyderabad

5.0 - 10.0 yrs
|

INR 7 - 15 Lacs

Hiring For Wholesale banking segment

Chennai, Bengaluru

10.0 - 20.0 yrs
|

INR 13 - 23 Lacs

Immediate hiring For Junior sales

Bengaluru

1.0 - 5.0 yrs
|

INR 0 - 1 Lacs

Mock Interview

Boost Confidence & Sharpen Skills

Start Business Banking Interview Now
Avallon Osiris India

6 Jobs

RecommendedJobs for You

Hiring For Wealth manager role

 Avallon Osiris India

Chennai, Bengaluru

Avallon Osiris India logo

Relationship Manager @Nuvama Wealth and Investment

 Bossberry Learning

Bangalore Rural, Bengaluru

Bossberry Learning logo

Wealth Manager @Motilal Oswal

 Bossberry Learning

Bangalore Rural, Bengaluru

Bossberry Learning logo

Financial Planner

 V Financial Services

Navi Mumbai

V Financial Services logo

PCG Relationship Manager

 Bajaj Financial Securities

Mumbai

Bajaj Financial Securities logo

Urgently looking For Preferred Relationship Manager - Chennai

 AnandRathi

Chennai

AnandRathi logo

Urgently looking For Preferred Relationship Manager - Vadodara

 AnandRathi

Vadodara

AnandRathi logo

Urgently looking For Preferred Relationship Manager - Kolkata

 AnandRathi

Kolkata

AnandRathi logo

Urgently looking For Preferred Relationship Manager - Nagpur

 AnandRathi

Nagpur

AnandRathi logo

Private Bankers - Wealth / PCG - Broking

 QuickTurtle

Mumbai, Ahmedabad, Surat

QuickTurtle logo