Wealth Manager - Leading Bank - Chennai - Ctc Up To 15L
Stock Market Trading Asset & Wealth Management
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Job Description
Hi,
Please find the job description of Wealth RM Chennai
Designation: Wealth Relationship Manager
Ctc: up to 15Lacs
:
- Manage and grow Liabilities & Investment business from branch/retail customers.
- Build and expand customer relationships across banking, investment, and asset products.
- Achieve sales targets across CASA, loans, business banking, forex, cards, and investments.
- Deepen existing relationships and acquire new customers to increase wallet share.
- Drive investment and insurance sales to generate fee income.
- Ensure portfolio quality and customer satisfaction through regular engagement.
- Comply with all BSA/KYC, audit, and regulatory requirements (RBI/SEBI/AMFI/IRDA).
- Set and achieve annual performance goals; actively pursue learning and skill development.
- Adhere to risk and control policies to mitigate operational and compliance risks.
HowtoApply:
- EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170
- (Or)
- Call me back to 9361184170
Thanks & Regards,
Selvi Sai
Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring
m +91-9361184170 |
e selvi.sai@upgrad.com| https://www.upgrad.com/
Skills
WealthMutual FundInvestmentInsuranceCasaSavings AccountWealth ManagerPortfolio ManagementCustomer RelationshipsCustomer SatisfactionIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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