Role: Manage affluent/HNI customers and grow relationships through wealth and investment products.
Key Responsibilities:
Manage and deepen Signature Banking relationships.
Sell wealth products including Mutual Funds, Insurance and Investments.
Acquire recent HNI/affluent customers and generate business.
Drive AUM, fee income and cross-sell targets.
Provide portfolio reviews and premium customer service.
Ensure compliance and quality of customer relationships
Experience: 3–8 years in Wealth Management / Affluent Banking / Relationship Management.
📌 Relationship Manager New Delhi (India)
🏢 Veerwal Getwork Services
📍 India
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