NOIDA · FULLTIME
Relationship Manager (Wealth)_Leading Bank_Delhi NCR/Noida/Ghaziabad
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Noida · onsite · Posted 1d ago
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Undisclosed3–8 yrsfulltimeNoida
About a minute. You'll make an account on the way through.
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Section · 01
About this role
Key Responsibilities:
- Manage and grow relationships with HNI clients.
- Drive wealth management products, including Mutual Funds, Insurance, Investments, and other financial solutions.
- Acquire new clients and deepen existing client relationships.
- Achieve business targets through cross-selling and portfolio management.
- Provide personalized financial solutions based on client needs.
Ideal Candidate Profile:
- Relevant experience in Wealth Management / Banking / Financial Services.
- Strong client relationship management and communication skills.
- Knowledge of investment products and portfolio management.
Sourced from naukri
Section · 02
Skills
UltraPremier BankingPreferred BankingWealthHNIMutual FundsburgundyClassicPriority BankingMFimperiaRelationship ManagerPortfolioWealth ManagementCASAHNI Sales