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Wealth Manager

Wealth Manager

Dvara KGFS

3 - 7 years

0 Lacs

chennai tamil nadu

Posted:21 hours ago| Platform: Shine logo

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Skills Required

home loans lap credit compliance customer acquisition autoequipment loans collateral evaluation relationship skills

Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Manager, you will be responsible for sourcing and onboarding customers for secured loans. This includes evaluating collateral in collaboration with legal and valuation teams, conducting credit checks, and recommending loan limits. Your role will also involve ensuring complete and compliant documentation, coordinating approvals and disbursals, and maintaining client relationships post-loan to meet disbursal and portfolio quality targets. The ideal candidate for this position will have experience in home loans, LAP, auto/equipment loans, along with knowledge of credit, compliance, and collateral evaluation. You should possess strong customer acquisition and relationship skills, coupled with a target-driven mindset and attention to detail in order to excel in this role.,

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