Wealth RM _ Bank

5 - 10 years

5 - 14 Lacs

Posted:3 days ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Manage and enhance relationships with HNI and UHNI clients.
  • Provide customized wealth management solutions tailored to client needs.
  • Cross-sell investment products including mutual funds, PMS, bonds, insurance, etc.
  • Ensure compliance with regulatory and internal guidelines.
  • Achieve revenue and product penetration targets.

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