Website Jobflex 24
We are seeking a high-performing professional to manage a premium portfolio of HNW individuals, ensuring their financial goals align with the bank’s sophisticated product suite. You will act as a trusted advisor, delivering personalized wealth management strategies and superior service standards. This role requires a deep understanding of investment vehicles and a commitment to long-term client retention.
Your objective is to deepen existing relationships while aggressively acquiring new-to-bank clients through strategic networking. By leveraging the bank’s competitive advantages, you will drive revenue growth across liability and asset products. We look for proactive individuals who can navigate complex financial landscapes with poise and discretion.
Requirements:
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Proven success in managing HNW or Ultra-HNW portfolios.
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Deep knowledge of mutual funds, insurance, and structured products.
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Exceptional networking skills with a focus on local market penetration.
More information
Job Location : Rajkot, Gujarat, India
Country: India
City : Rajkot
Job Types : Full Time
Salary : INR 54000-55000
To apply for this job please visit in.linkedin.com.