Relationship Manager - Wealth

Updated: May 05, 2024 01:14 AM GMT

Waytogo Consultants

Cuttack, Odisha

• Revenue Generation : Acquire, retain, deepen portfolio to maximize sales performance to achieve revenue targets through liability products (Current /Savings / Term deposits), wealth management products .
• Role description Act as a dedicated single point of contact / trusted advisor for 80-100 Affluent / HNWI client relationships
• Portfolio management
• Review individual account relationships to determine the banking and investment needs of clients
• Identify the risk profile of the customer
• Identify potential investment products for clients
• Offer Wealth Management Solutions to clients across the asset class spectrum, i.e. equities, fixed income, alternate products etc. and bank-related products & services Product Advice
• CTC till 15 Lacs More Detail