Equitas Small Finance Ltd

Wealth Relationship Manager

Equitas Small Finance Ltd
Nagar
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 2 yearsMin. 2 years

Job Description

Wealth Relationship Manager

  1. Acquisition of new Customers and Increase book size.
  2. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR.
  3. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
  4. Responsible for catering the investment needs of clients by providing them research based advises.
  5. Interfacing all queries of Clients and understanding their investment needs.
  6. Manage portfolios of clients and offer them investment solutions.
  7. Investment Advisory to new and existing Clients and achieve revenue targets monthly.
  8. Promote high quality sales, supply and customer service processes
  9. Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)

Job role

Work location
Work locationBranch Banking>South 1>Tamil Nadu>Chennai 1>Anna Nagar>Anna Nagar>Chennai>1002>Anna Nagar
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryBanking - Treasury & Forex
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 2 years

About company

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

Similar jobs you can apply for

Sales Support & Operations
Tata Capital Finance Ltd

Customer Relations Executive

Tata Capital Finance Ltd
Nagar
Work from Office
Full Time
Any experience
Equitas Small Finance Ltd

Branch Relationship Officer

Equitas Small Finance Ltd
Nagar
Work from Office
Full Time
Min. 1 year
Tata Capital Finance Ltd

Sales Manager

Tata Capital Finance Ltd
Nagar
Work from Office
Full Time
Min. 2 years
Equitas Small Finance Ltd

Relationship Manager

Equitas Small Finance Ltd
Nagar
Work from Office
Full Time
Min. 2 years
Equitas Small Finance Ltd

Business Development Officer

Equitas Small Finance Ltd
Nagar
Work from Office
Full Time
Min. 1 year
CSB Bank

Senior Business Development Executive

CSB Bank
Nagar
Work from Office
Full Time
Any experience

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 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Nagar 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.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Nagar at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is . For more details, download apna app and find Full Time jobs in Nagar . Through apna, you can find jobs in 64 cities across India. Join NOW!