Wealth Manager / Wealth Relationships Manager at D-Arsh Capital Limited

Responsibilities

• Responsible for planning, managing, and coordinating the activities of the mobilization team to drive deposit mobilization.
• Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
• Cultivate new HNI clientele on an on-going basis.
• Meet assigned sales targets and quota
• Cultivate and maintain courteous and efficient relationship with HNI clients.
• Timely response to feedback and other customer related issues or requests.
• Participate in creating new and better marketing based on field experience.
• Innovate and develop attractive value-added deposit products and marketing strategies based on field experience.
• Manage wealth for HNI customers

Requirements

• Bachelor’s Degree in Marketing, Business Management, Finance or any related field
• Knowledge of banking, accounting, finance and tax
• At least, 5 years of experience in a bank or a financial / treasury sector as a liability generation officer
• Presentation and Negotiation skills
  Strong Verbal and written communication skills.