
Bank Hiring For Wealth RM_Surat
2 days ago
Position: Wealth Relationship Manager
Location: Surat
Product Focus: Mutual Funds, CASA (Current Account Savings Account), Life Insurance (LI)
Industry: Banking / AMC
Roles & Responsibilities:
- Develop and manage a portfolio of high-net-worth clients for cross-selling mutual funds, CASA, and life insurance products.
- Achieve monthly sales targets across investment and insurance product lines.
- Deepen existing client relationships through regular review meetings and financial planning discussions.
- Ensure high levels of customer satisfaction through quality service and prompt query resolution.
- Conduct financial needs analysis to recommend appropriate investment and insurance solutions.
# Interested one can share cv on Whatsapp or email on-
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