Wealth Rm Job in Zigsaw

Job Description

• A Wealth Relationship Manager would primarily deal with individual retail & HNI customers and advise them on various financial products and services offered by the organization.
• Acquire retain and deepen portfolio to maximize sales performance to achieve revenue targets through wealth management products asset-related products and any other products being offered by the organization.
• Grow AUM and Sales revenue on a month-on-month basis.
• Support Managers in devising and implementing action plans to achieve business objectives.
• Increase network per customer regularly within the current customer base.
• Organize and participate in all promotion activities organized at the organization.