The Wealth Manager will be responsible for mobilizing deposits manage high-value client relationships drive investment product sales and support the banks liability growth strategy.
Requirements
- Identify prospect and onboard High Net-worth Individuals (HNIs) corporates and institutional clients for deposit mobilization.
- Promote and structure Fixed Deposit Savings and Investment products in line with bank pricing and risk guidelines.
- Maintain strong professional client relationships through regular engagement and portfolio reviews.
- Prepare and present investment proposals indicative offers and term sheets to clients.
- Track market interest rates and competitor offerings to support pricing decisions.
- Ensure proper documentation KYC compliance and adherence to internal credit and risk policies.
- Achieve monthly and quarterly liability mobilization targets.
Benefits
- 13TH MONTH
- LEAVE ALLOWANCE
- HMO ALLOWANCE
- HYBRID WORK MODEL
The Wealth Manager will be responsible for mobilizing deposits manage high-value client relationships drive investment product sales and support the banks liability growth strategy.RequirementsIdentify prospect and onboard High Net-worth Individuals (HNIs) corporates and institutional clients for de...
The Wealth Manager will be responsible for mobilizing deposits manage high-value client relationships drive investment product sales and support the banks liability growth strategy.
Requirements
- Identify prospect and onboard High Net-worth Individuals (HNIs) corporates and institutional clients for deposit mobilization.
- Promote and structure Fixed Deposit Savings and Investment products in line with bank pricing and risk guidelines.
- Maintain strong professional client relationships through regular engagement and portfolio reviews.
- Prepare and present investment proposals indicative offers and term sheets to clients.
- Track market interest rates and competitor offerings to support pricing decisions.
- Ensure proper documentation KYC compliance and adherence to internal credit and risk policies.
- Achieve monthly and quarterly liability mobilization targets.
Benefits
- 13TH MONTH
- LEAVE ALLOWANCE
- HMO ALLOWANCE
- HYBRID WORK MODEL
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