Equitas Small Finance Ltd

Wealth Relationship Manager

Equitas Small Finance Ltd
Noida
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year

Job Description

Wealth Relationship Manager

- Responsible for managing relationships with high net worth clients to grow and maintain their wealth portfolios. - Requires strong interpersonal and financial advisory skills to understand client needs and provide suitable investment solutions. - Involves working closely with banking products and services tailored for affluent customers. - Requires knowledge of financial markets, investment products, and regulatory compliance. - The role is client-facing and demands excellent communication and negotiation abilities. - Typically involves working in branch banking environments within metropolitan and urban areas. - Candidates should be adaptable to dynamic financial environments and possess a customer-centric approach. - The position demands proactive engagement to identify new business opportunities and deepen client relationships. - Collaboration with internal teams to ensure seamless service delivery is essential. - The role may require travel within assigned regions to meet clients and attend financial events.

Job role

Work location
Work locationBranch Banking>North>Uttar Pradesh>Delhi>Delhi 3>Delhi 3>Uttar Pradesh>17002>Noida Sec 18
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking - Treasury & Forex
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year

About company

Name
NameEquitas Small Finance Ltd
Job posted by Equitas Small Finance Ltd

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You can expect a minimum salary of 0 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed the required education and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Noida to get hired quickly.

The candidate should have sound communication skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

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