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58 Way To Go Consulting Jobs

Private Banking Relationship Manager

8-13 years

₹ 15 - 27.5L/yr

Salem, Chennai, Coimbatore

1 vacancy

Private Banking Relationship Manager

Way To Go Consulting

posted 21hr ago

Job Description

Role & Responsibilities:-


  • Identify, acquire, and build relationships with high-net-worth clients through networking, referrals, and targeted prospecting.
  • Conduct financial needs assessments to understand clients' short-term and long-term investment goals.
  • Develop and execute customized wealth management strategies to meet clients' objectives.
  • Advise clients on investment options, including equities, fixed income, mutual funds, structured products, and alternative investments.
  • Regularly review and rebalance portfolios based on market conditions and clients' evolving needs.
  • Collaborate with in-house product specialists to deliver comprehensive solutions.
  • Promote and cross-sell the banks products and services, including insurance, lending solutions, and estate planning.
  • Achieve revenue targets through effective client management and up-selling opportunities.
  • Ensure all advisory and sales activities comply with regulatory guidelines and the bank’s policies.
  • Conduct due diligence to mitigate risks associated with high-value transactions.
  • Keep abreast of market trends, regulatory changes, and economic developments impacting clients’ investments.
  • Prepare and present regular reports on portfolio performance and market outlook to clients.
  • Provide exceptional service to enhance client loyalty and retention.
  • Address and resolve clients' queries and concerns promptly.


Employment Type: Full Time, Permanent

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What people at Way To Go Consulting are saying

What Way To Go Consulting employees are saying about work life

based on 29 employees
71%
90%
100%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
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Way To Go Consulting Benefits

Job Training
Team Outings
Work From Home
Soft Skill Training
Free Food
Education Assistance +6 more
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