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Opening for First Wealth Relationship Manager @ Acura Solutions.

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 Opening for First Wealth Relationship Manager

Job Description

    • A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services.
    • It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management
    • Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.
    • Designing Portfolio for investments on the basis of risk profile of customers using various applications

Employement Category:

Employement Type: Full time
Industry: Banking
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Opening for First Wealth Relationship Manager

Contact Details:

Company: Acura Solutions
Location(s): Ahmedabad

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Keyskills:   wealth management hni client handling portfolio management cross selling sales

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₹ 5 to 10 Yr

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Acura Solutions.

Company Details Acura Solutions