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
This job is provided by Shine.com
• 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
This job is provided by Shine.com
💡 Quick Summary
Seeking a career-building opportunity? The Opening for First Wealth Relationship Manager in a Reputed Private Bank. position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
