RM_Wealth Management

3 - 8 years

6 - 9 Lacs

Posted:15 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role & Responsibilities:

  • Managing, developing, and expanding customer relationships by providing banking and investment services that exceed client expectations for the most important customer segment
  • Generating incremental business through deepening and acquisition of HNI relationships
  • Achieving sales targets across liabilities, retail assets, business banking, forex, cards, investments, and commercial products
  • Increasing CASA balances in the allocated portfolio through relationship management strategies
  • Providing financial planning and investment advisory services to HNI clients
  • Driving revenue growth and fee income through products like mutual funds, investments, and insurance

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