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

8 - 13 years

10 - 15 Lacs

Posted:1 hour ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Hi,

Designation: Wealth Relationship Manager

Ctc: up to 15Lacs

  • Manage and grow Liabilities & Investment business from branch/retail customers.
  • Build and expand customer relationships across banking, investment, and asset products.
  • Achieve sales targets across CASA, loans, business banking, forex, cards, and investments.
  • Deepen existing relationships and acquire new customers to increase wallet share.
  • Drive investment and insurance sales to generate fee income.
  • Ensure portfolio quality and customer satisfaction through regular engagement.
  • Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA).
  • Set and achieve annual performance goals; actively pursue learning and skill development.
  • Adhere to risk and control policies to mitigate operational and compliance risks.

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/

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