Senior Recruitment Specialist at TeamLease
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Wealth Manager - Sales - Bank (2-14 yrs)
- Review Portfolios, Conduct Analysis and Present Wealth Plans
- Accountable to manage Ultra HNI Customers & Small Businesses (NRI & Resident), Profiling Customers & provide financial planning, Investment Advice & Asset Allocation.
- Cross Sell, Deepen wallet Share and Achieve Targets across Bank & TPP to generate Fee Income
- Manage & Grow the Relationship, Portfolio and Product Per Customer
- Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc and Structured, PMS & services Product Advice
- Update Knowledge in terms of Market, Economy, Wealth Management, Technology & Train New Joinees
Reach me 9566220444 for more details/clarifications
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