Wealth Manager| Bank| Noida
- Category: Bank Jobs
- Location: Noida, Uttar Pradesh
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 25K to 32K
- Published on: 2025/09/21
A Relationship Manager handles a group of NRI Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.
It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.
Acting as an interface between the bank and its NRI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
Designing Portfolio for investments on the basis of risk profile of customers using various applications
To Enhance & Retain customer profitability by capturing larger share of Wallet
Ensuring compliance and control in sales and service.
Servicing of NRI customers
Related jobs
-
Digital Marketing Internship in Noida at Shivalik Small|
About Company: Shivalik Small Finance Bank is the first SFB in India to have transitioned from an urban cooperative bank. The bank has over 23 years of experience in offering retail banking products and services. About the Internship: Selected intern...
-
Branch Relationship Manager|Branch Banking|For Leading|
Branch Relationship Manager(Branch Banking)(For Leading Pvt Bank). • Job Description: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Servic...
-
Relationship Manager
Position Title Relationship Manager - Bancassurance IBL Role Summary: · Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locations B Organizational Relationships Reports To Territory Manager/...