Private Wealth Manager

2 weeks ago


Delhi, India Waytogo Consultants Full time
- Provide financial solutions to the wealth customers while maintaining high service standards.
- Maintain complete customer profile including the risk profile, demographics and assets in the bank.
- Enrich relationships and garner higher wallet share through customer engagement activities.
- Deepen the existing relationships by cross selling the Banks products and services/ third party investment products.
- Identify potential customers who can be sold tailored products to enhance product penetration.
- Acquire new customers by converting referral leads.
- Achieve targets as assigned by the organization on a monthly basis.
- Record and track all engagement activities through the CRM system.
- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank.

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