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Waytogo Consultants logo

Investment Counselor | Private Wealth

8 - 13 years

14 - 24 Lacs

Bengaluru, Bangalore Rural

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Investment Specialist Private Banking Investment Counsellor IC Wealth Counsellor Private Wealth

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A private wealth customers • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy • Cross sells bank products to existing set of Customers • Informs customers of new products or product enhancements to further expand the banking relationship • Plans and conducts special sales initiatives and events for prospective and existing clients • Coordinates with other group companies to provide seamless access to other products • Maintains complete relationship record for assigned customer accounts

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Waytogo Consultants
Waytogo Consultants
www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    COO

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