Wealth Relationship Manager: Current Account& Savings Account (CASA)
Sign up free to see how well your resume matches this role.
What you'll do
- Acquisition of new Customers and Increase book size.
- Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR.
- Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc.
- Responsible for catering the investment needs of clients by providing them research based advises.
- Interfacing all queries of Clients and understanding their investment needs.
- Manage portfolios of clients and offer them investment solutions.
- Investment Advisory to new and existing Clients and achieve revenue targets monthly.
- Promote high quality sales, supply and customer service processes
- Provide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.)
What they're looking for
- Minimum of 1 Year to 5 year experience in Sales in any field
- Good level of communication
- Ability to type quickly and accurately
- Pay attention to all details and accuracy
Nice to have
- Candidates with CASA experience will be preferred
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Wealth Relationship Manager/ Equitas Bank
Equitas Small Finance Bank Ltd is looking for Wealth Relationship Manager - Liability(CASA) to join our dynamic team and embark on a rewarding career journey. A wealth Relationship Manager is responsible for promoting and selling a company's products or services to customers.
Work Vertical : Sales
Role : Wealth relationship Manager
Job Description :
| Acquisition of new Customers and Increase book size. Establish smooth relationships with new & existing clientele to generate new business and to solicit referrals – Domestic and NR. Cross sell and Upsell of all the Banking Products, Assets, Digital channel activation, Activation of digital wealth management, etc. Responsible for catering the investment needs of clients by providing them research based advises. Interfacing all queries of Clients and understanding their investment needs. Manage portfolios of clients and offer them investment solutions. Investment Advisory to new and existing Clients and achieve revenue targets monthly. Promote high quality sales, supply and customer service processesProvide Market Feedback( New Product, Pricing, Competitor’s Activity, etc.) |
CTC : Basis Experience and present costing (Up to 15 LPA)
Eligibility
- We are ideally looking for candidates with a minimum of 1 Year to 5 year experience in Sales in any field wanting to make a career in CASA . Candidates with CASA experience will be preferred.
Job Location :
Coimbatore, Tirupur, Namakkal, Erode, Salem,Tiruchengodu, Thanjavur, Kumbakonam, Mayiladuthurai , Tiruchirappalli, and other locations of Tamil Nadu
Eligibility criteria for Job in Equitas Bank- Tamil Nadu
- Candidates should have a good level of communication .
- Should possess the ability to type quickly and accurately.
- Should pay attention to all details and accuracy
How do I apply for the Equitas Bank Job – Tamil Nadu ?
Candidates can apply for the WRM/ERM/RM/PB/PAM / BDM role in Equitas Bank or any other private bank jobs within Tamil Nadu simply by uploading their resumes on InHire.in / you can also search on Equitas Bank’s official site.
After receiving your resume, we will contact you shortly to inform you about more private bank jobs in various locations that are more suitable for your skills and qualifications.
Why choose the InHire – HBS?
InHire, from 2017 – Placed on job more than 10,000+ peoples in Banking Sector and IT Sector around India. One of the Best ways for Freshers to Start their career in Banking Sector Job. From InHire.in graduates and job seekers can get their dream bank job with our tailored program for different private banks across Tamil Nadu and provided guidance and support throughout the interview process. InHire assures the placement of candidates within 7 to 10 days with the perfect day-1 job oriented professional guidance. Register your resume on the apply link to grab your Banking Career Today.
To Apply :
Click Here : https://forms.gle/fP1DdspQXyo4XiUZ7
Or you can also apply in Equitasbank.com
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.