Not specified; not specified; best in class leave ...
3-5 years wealth management experience
Virtual relationship management (vrm) background
Experience managing clients with 10 lacs+ assets
The primary objective is to nurture client relationships by providing world-class experiences for banking, investment, risk, and lending requirements while acquiring new clients
Job Summary
The primary objective is to nurture client relationships by providing world-class experiences for banking, investment, risk, and lending requirements while acquiring new clients.
Candidates will be part of a cross-sell team responsible for deepening the book through insurance and investment product sales and ensuring smooth transitions to relationship managers.
The role requires strict adherence to compliance norms including Know Your Customer policies, Anti-Money Laundering regulations, and Mis-selling policies.
Matching Summary
The primary objective is to nurture client relationships by providing world-class experiences for banking, investment, risk, and lending requirements while acquiring new clients.
Salary
Not specified; Not specified; Best in class leave policy; Gender neutral parental leaves; 100% reimbursement under childcare assistance benefit; Sponsorship for certifications; Comprehensive Hospitalization Insurance; Accident and Term life Insurance