Private Banking Relationship Manager

Published date: 2024/01/10
  • Location: New Delhi, Delhi, India
Key Responsibilities :
• Provide a Wealth Management solutions / advice to High Net Worth Individual
• Find, Attract and Win new clients
• Nurture and Retain existing clients and entice former clients back into the Bank
• Continuously develop relationships with a portfolio of clients
• Provide a Single Point of entry into the Bank with an efficient access to a network of specialists
• Act as a Personal Wealth Manager; draw up a comprehensive asset strategy which reflects the dynamic between personal and business assets
• Maximize client assets and revenues from its AUM (Asset Under Management
Company Name: upGrad Rekrut

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