Wealth Relationship Manager
Equitas Small Finance LtdNoida
Not disclosed
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 locationBranch Banking>North>Uttar Pradesh>Delhi>Delhi 3>Delhi 3>Uttar Pradesh>17002>Noida Sec 18
DepartmentBanking / Insurance / Financial Services
Role / CategoryBanking - Treasury & Forex
Employment typeFull Time
ShiftDay Shift
Job requirements
ExperienceMin. 1 year
About company
NameEquitas Small Finance Ltd
Job posted by Equitas Small Finance Ltd
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