Wealth Relationship Manager

Equitas Small Finance Bank

7 - 12 years

Bengaluru

Posted:8 months ago

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Job Description

Fostering strong relationships with Mapped book HNI customers to grow CASA& TD and to deliver revenue generation by offering the customers the best financial planning solution through Insurance ( LI/GI/HI) and Investment solutions (MF/AIF/PMS/Structured Products/ Demat Trading Account)
Build Investment AUM through mapped book customers and through building book through own book HNI /UHNI clients AUM transfer
Build Book of potential Customers for the Bank through acquiring HNI clients to increase profits
Penetrate on Mapped book by positioning various products and solutions to mapped base customers to increase Product Holding to build stickiness

Compensation Negotiable to Budget of the Position.

Position Across Bangalore Branch.

Interested Candidate Can share Updated Resume to benjamin.j@equitasbank.com or WatsApp Resume to 9789473595

Skills Required

wealth portfolio hni nri priority banking

Work Mode

Work from Office

Job Type

Full Time

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