Wealth Manager | |Senior Manager|
- Category: Bank Jobs
- Location: Gurugram , Haryana
- Job Type: Full Time / Part Time
- Salary: Estimated: $ 15K to 18K
- Published on: 2025/09/21
Provide financial solutions to the HNI customers while maintaining high service standards
• Maintain complete customer profile including the risk profile, demographics and assets in the bank
• Enrich relationships and garner higher wallet share through customer engagement activities
• Deepen the existing relationships by cross selling the Banks products and services/ third party investment products
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
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