Leading MNC Bank·5 days ago
5 days ago
Senior Wealth RM
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What you'll do
- Advise UHNI clients and manage portfolios across asset classes.
- Acquire/retain clients and grow AUM & revenue.
- Drive activation and cross-sell MF, PMS, Insurance.
- Profile clients and recommend portfolios based on market trends.
- Handle queries, coordinate with teams, and support business activities.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
• Advise UHNI clients and manage portfolios across asset classes.
• Acquire/retain clients and grow AUM & revenue.
• Drive activation and cross-sell MF, PMS, Insurance.
• Profile clients and recommend portfolios based on market trends.
• Handle queries, coordinate with teams, and support businessactivities.
Company
Leading MNC Bank
Chennai, India
Company facts come from this company's own listings. We only show what the postings themselves carry.