Wealth Relationship Manager

apartmentWorkassist placeBangalore calendar_month 

Job Description

Work Level: Individual
Core: Communication Skills
Leadership: Influencing
Industry Type: Banking
Function: Wealth Manager
Key Skills: Wealth,Portfolio,Client Acquisition,Ultra HNI,Mutual Fund
Education: Graduate

Note: This is a requirement for one of the Workassist Hiring Partner

Primary Responsibilty:

  • Developing new and expanding existing HNI customer relationships for liabilities and commercial
  • Ensuring high levels of customer service orientation and adherence to bank policies.
  • Promoting and selling existing bank products to customers, and informing them of new products or enhancements to expand the banking relationship.
  • Planning and conducting special sales initiatives and events for prospective and existing clients.
  • Collaborating with other group companies to provide seamless access to additional products.
  • Maintaining complete relationship records for assigned customer accounts.

Company Description

Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers across different industries and experience levels. Our e-recruitment technology allows us to quickly adapt to the new normal and assist job seekers in finding the best opportunities and employers in finding the best talent worldwide.

We work with over 800+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents.

For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2.

(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).

So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don&apost hesitate to apply today. We are waiting for you!

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