Senior Wealth Manager - Leading Bank - Chennai - ctc up To 15L

8 - 13 years

10 - 15 Lacs

Posted:1 week ago| Platform: Naukri logo

Apply

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hi,

Designation: Senior Wealth Relationship Manager

Ctc: up to 15Lacs

  • Responsible for managing and growing relationships with HNI/Ultra-HNI clients.
  • Provide customised wealth and investment advisory based on client goals.
  • Acquire new high-value clients and expand AUM and liabilities.
  • Cross-sell investment, deposits, insurance, and other financial products.
  • Conduct regular portfolio reviews and ensure high service standards.
  • Ensure full compliance with KYC/AML and regulatory guidelines.
  • Coordinate with internal teams for seamless client onboarding and servicing.
  • Achieve monthly business, revenue and product penetration targets.

How

EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170

(Or)

Call me back to 9361184170

Thanks & Regards,

Selvi Sai

Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring

m +91-9361184170 |

e selvi.sai@upgrad.com| https://www.upgrad.com/

Mock Interview

Practice Video Interview with JobPe AI

Start Business Development Interview
cta

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

coding practice

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now
Rekrut India logo
Rekrut India

Staffing and Recruitment

N/A