Wealth Manager

Job Description

• Manage and develop relationships with affluent and high-net-worth customers.
• Acquire new customers and deepen existing customer relationships.
• Understand customer financial requirements and provide suitable investment and banking solutions.
• Drive business through products such as Mutual Funds, Insurance, Fixed Deposits, Loans, Demat and other wealth products.
• Generate leads through references, existing customer relationships and market opportunities.
• Achieve assigned sales, revenue and portfolio targets.
• Ensure excellent customer service and maintain strong long-term relationships.
• Ensure compliance with all bank policies, processes and regulatory requirements.

Preferred Candidate Profile

• Experience in Wealth Management / Affluent Banking / Priority Banking / Retail Banking.
• Strong relationship management and customer acquisition skills.
• Good knowledge of investment and banking products.
• Strong communication, sales and negotiation skills.
• Candidates with an existing affluent/HNI customer network will be preferred.