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Hiring Wealth RM, RBH - Bangalore For banking

9 - 14 years

8 - 17 Lacs

Bengaluru

Posted:1 month ago| Platform: Naukri logo

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Skills Required

Retail Liabilities HNI Client Handling relationship manager HNI Sales Casa Sales Saving Account HNI Mutual Funds Portfolio Third Party Products Ultra Premier Wealth Management Casa TPP Liabilities Preferred Banking Current Account Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles: Wealth RM, RBH Location: Bangalore Industry: Banking Manage relationships with High-Net-Worth Individuals (HNIs) and Non-Resident Indians (NRIs) to grow liabilities, investment, and insurance business. Identify new business opportunities through referrals, networking, and market research to expand the customer base. Develop and maintain strong relationships with existing clients to increase wallet share and cross-sell products. Collaborate with internal teams such as sales, product, operations, compliance, etc. to resolve client issues and improve overall service delivery. Ensure timely resolution of client queries and concerns while maintaining high levels of customer satisfaction. Desired Candidate Profile 8-15 years of experience in Banking/Services/Portfolio Management. Strong understanding of financial markets, investments, insurance products, mutual funds, portfolio management services PMS), wealth management concepts. Excellent communication skills for effective relationship-building with HNIs/NRIs; ability to articulate complex financial concepts simply. How to Apply : If Interested, WhatsApp your cv to 8861316141, I will guide you with details. Thanks & Regards, Priyanka A M Senior Recruitment Specialist / BFSI & Services m +91-8861316141 | e priyanka.pooja@upgrad.com| https://www.upgrad.com/ Follow us: Facebook | Twitter | LinkedIn | YouTube

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Rekrut India
www.rekrut-india.com

Staffing and Recruitment

N/A

51-200 Employees

197 Jobs

    Key People

  • Amit Tiwari

    Founder & CEO

  • Priya Sharma

    Chief Operating Officer

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