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Senior Wealth Manager @ Career City

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 Senior Wealth Manager

Job Description

Primary Duty: Source new clients through field visits/digital channels / Approve loan applications within policy limits.

Secondary Tasks: Cross-sell banking products / Monitor portfolio delinquency.

Compliance: Adhere to RBI/SEBI/AML guidelines and audit requirements. Stakeholder Coordination: Liaise with teams like Credit, Operations, DSAs for seamless execution.

Reporting: Maintain MIS on sales/NPA/customer grievances and suggest improvements.

Skills & Qualifications: Education: Degree, e.g., MBA/CA/LLB.

Technical: CIBIL analysis/CRM tools/Legal drafting.

Behavioral: Communication/Negotiation/Leadership.

Job Classification

Industry: NBFC
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Wealth Manager
Employement Type: Full time

Contact Details:

Company: Career City
Location(s): Ludhiana

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Keyskills:   Wealth Management CRM tools loan applications CIBIL analysis Cross selling Legal Drafting

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