Job Description
Manage and develop relationships with affluent and high-net-worth customers.
Acquire recent 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 prospects.
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.
Robust 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.

📌 Wealth Manager Mumbai
🏢 Veerwal Getwork Services
📍 Mumbai