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HDFC Bank Limited
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Relationship Manager Wealth

Relationship Manager Wealth

HDFC Bank Limited

0 years

0 Lacs

Ernakulam Kerala India

Posted:2 months ago| Platform:

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Skills Required

portfolios planning management finance communication certifications

Work Mode

On-site

Job Type

Full Time

Job Description

Company Description HDFC Bank Limited (also known as HDB) is India's largest private sector bank by assets and the world's fifth largest bank by market capitalisation. It is headquartered in Mumbai and is the third largest company by market capitalisation on Indian stock exchanges. HDFC Bank Limited is also the sixteenth largest employer in India with nearly 1.73 lakh employees. Role Description This is a full-time on-site role for a Relationship Manager Wealth at HDFC Bank Limited located in Ernakulam. The role involves managing client portfolios, providing financial planning services, overseeing investment management, and offering insurance solutions to clients. Qualifications Financial Planning and Investment Management skills Experience in Investments and Finance Knowledge of Insurance products Strong analytical and problem-solving skills Excellent communication and interpersonal abilities Relevant certifications like CFP or CFA are a plus Bachelor's degree in Finance, Economics, Business, or related field Show more Show less

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Relationship Manager Wealth