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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