Relationship Wealth Manager (New Delhi)

Relationship Wealth Manager (New Delhi)

15 Oct
|
Dream Solution Indore
|
New Delhi

15 Oct

Dream Solution Indore

New Delhi

Company Name : Bank

Designation: Wealth Relationship Manager

Experience: 2 Years

Location:- Recent Delhi

Job Responsibilities :-

- Build and maintain strong relationships with high net worth clients through regular communication and meetings

- Understand clients' financial goals and risk appetite and provide them with customized investment solutions

- Cross-sell various wealth management products and services to clients, including mutual funds, insurance, and other investment products

- Meet and exceed sales targets by acquiring new clients and increasing business from existing clients

- Keep up-to-date with market trends and changes in investment products and services

- Collaborate with other departments and teams within the bank to provide a seamless and exceptional customer experience

- Ensure compliance with all regulatory and internal policies and procedures

📌 Relationship Wealth Manager (New Delhi)
🏢 Dream Solution Indore
📍 New Delhi

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