- Manage relationships with high net worth individuals (HNIs) and non-resident Indians (NRIs) to grow liabilities business.
- Identify recent business opportunities through networking, referrals, and market research.
- Develop and maintain a deep understanding of clients' financial goals, risk tolerance, and investment preferences.
- Provide tailored solutions using various products such as Burgundy Relationship Manager, Privy Relationship Manager, etc.
Job Requirements :
- 6-13 years of experience in wealth management or related field.
- Strong knowledge of HNI sales principles and practices.
- Excellent communication skills for building strong relationships with clients.
📌 Treasures Relationship Manager (Coimbatore)
🏢 DBS Bank
📍 Coimbatore
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