Job Description
Job Description: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory
Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales,
transaction maintenance.
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
To Enhance amp; Retain customer profitability by capturing larger share of Wallet
Ensuring compliance and control in sales and service.
Deepen the relationship by Cross selling Banks Products.
Servicing of High Net Worth customers
This job is provided by Shine.com
Services to the HNI Customers and offering Portfolio Investment Services
The job also included achieving all the budgets and revenues through third party sales,
transaction maintenance.
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
To Enhance amp; Retain customer profitability by capturing larger share of Wallet
Ensuring compliance and control in sales and service.
Deepen the relationship by Cross selling Banks Products.
Servicing of High Net Worth customers
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Branch Manager|For Leading Pvt Bank position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
