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senior wealth manager.

job details

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    job details
    Job Responsibilities  Acquire. migrate and establish new relationships with HNIs and Super-HNIs in Mumbai ; build trust and understanding with the target audience and generate more business through them  Working on leads provided by Company for NRIs in UK and Dubai and conversion to business  Awareness of competition and alternative products available in the market  Review customer portfolios on a regular basis and provide accurate and timely reporting  Coordinate with other providers to ensure that the needs of the investors are met  Cross selling other services  Building own team in 12 months horizon Requirements  Post qualification experience of 7-10 years in Wealth Management / Private Banking / Consumer Banking on the Relationship side.
    Job Responsibilities  Acquire. migrate and establish new relationships with HNIs and Super-HNIs in Mumbai ; build trust and understanding with the target audience and generate more business through them  Working on leads provided by Company for NRIs in UK and Dubai and conversion to business  Awareness of competition and alternative products available in the market  Review customer portfolios on a regular basis and provide accurate and timely reporting  Coordinate with other providers to ensure that the needs of the investors are met  Cross selling other services  Building own team in 12 months horizon Requirements  Post qualification experience of 7-10 years in Wealth Management / Private Banking / Consumer Banking on the Relationship side.