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Wealth Relationship Manager_Delhi and Gurgaon

Wealth Relationship Manager_Delhi and Gurgaon

V Konnect

6 - 11 years

5 - 13 Lacs

New Delhi Gurugram Delhi / NCR

Posted:20 hours ago| Platform:

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Skills Required

casa Mutual Funds Private Banking Premier Banking Burgundy Elite HNI Client Handling Imperia Preferred Platinum Relationship Manager wealth management Private Wealth BRM Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Hiring for Pvt. Bank !!

Job Title:

Private Sector Bank

Key Responsibilities:

Acquire and manage a portfolio of HNI and affluent clients.
Cross-sell banking products such as
CASA
,
Life Insurance (LI)
, and
Mutual Funds
.
Provide personalized wealth management solutions based on client profiles and risk appetite.
Ensure high levels of customer satisfaction through proactive service and engagement.
Maintain regular client interactions and conduct portfolio reviews.
Comply with all banking and regulatory guidelines.

Candidate Profile:

Graduate/Postgraduate with 3-8 years of relevant experience in retail banking or wealth management.
Strong knowledge of CASA, Life Insurance, Mutual Funds, and other retail liability products.
Excellent relationship-building, communication, and sales skills.

Interested candidates can share their CV at:

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