Wealth Manager for Bank
- Category: Bank Jobs
- Location: Mumbai, Maharashtra
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 21K to 23K
- Published on: 2025/09/21
Job Description
• To Handle portfolio of HNI customers of bank and cross sell various products according to clients need.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality / hygiene parameters of the portfolio
• Cross selling Third Party Products of the bank based on the customer need Like MF/Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per defined process
• Advisory services to be offered based on the customers requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within portfolio
Location:
Mumbai, Bangalore, Hyderabad, Pune, Ahmedabad
Requirements
Educational Qualifications:
• Graduate - 4 -6 years of experience AMFI / IRDA
Experience Profile: Graduate:
• 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 -4 years of experience AMFI / IRDA
Personality Traits:
• Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through Process
Interested share CV on vaidehi.sharma@mintskill.com
Contact: ++1 6302484134
Job Type: Full-time
Salary: Up to ₹1,400,000.00 per year
Benefits:
• Health insurance
• Life insurance
Schedule:
• Day shift
Willingness to travel:
• 50% (Preferred)
Work Location: In person
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