Job Description
Managing the High-Net-Worth customers of the Bank. Portfolio Management, HNI Client Handling.
• Achieving the Business targets assigned in terms of cross selling, enhancing, and upgrading the High-Net-Worth relationships.
• Profiling Customers and provide financial products to meet customer needs.
• Ensuring the highest levels of service to the High-Net-Worth customers.
• Providing financial planning & Investment Advice.
• Sales targets spread across Liabilities, Retail Assets, Business Banking, TPP etc.
• One point contact for all requirements of High-Net-Worth customers in the Branch.
• Acquisition & Servicing of High-Net-Worth customers.
Required Candidate Profile
• Any Graduate/Postgraduate/ Professional Degree with Minimum 4 years of work experience in Retail Branch Banking
• Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.
• Good Relationship Management & service focus Skills.
• Good Communication, Presentation, Interpersonal & Influential Skills.
• Knowledge of liability products, third party products like Mutual Fund, Insurance.
Location:- Mumbai(Powai, Versova, Churchgate, Nariman Point, Dadar, Bandra Kurla Complex, Worli, Chembur, Lower Parel, Colaba), Mumbai Suburban, Mumbai (All Areas).
If Interested - Share updated resume at Shailendra.sing@fortuneps.com or call on .
• Send Email with Subject line : Banking Job - Mumbai
,
• Achieving the Business targets assigned in terms of cross selling, enhancing, and upgrading the High-Net-Worth relationships.
• Profiling Customers and provide financial products to meet customer needs.
• Ensuring the highest levels of service to the High-Net-Worth customers.
• Providing financial planning & Investment Advice.
• Sales targets spread across Liabilities, Retail Assets, Business Banking, TPP etc.
• One point contact for all requirements of High-Net-Worth customers in the Branch.
• Acquisition & Servicing of High-Net-Worth customers.
Required Candidate Profile
• Any Graduate/Postgraduate/ Professional Degree with Minimum 4 years of work experience in Retail Branch Banking
• Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.
• Good Relationship Management & service focus Skills.
• Good Communication, Presentation, Interpersonal & Influential Skills.
• Knowledge of liability products, third party products like Mutual Fund, Insurance.
Location:- Mumbai(Powai, Versova, Churchgate, Nariman Point, Dadar, Bandra Kurla Complex, Worli, Chembur, Lower Parel, Colaba), Mumbai Suburban, Mumbai (All Areas).
If Interested - Share updated resume at Shailendra.sing@fortuneps.com or call on .
• Send Email with Subject line : Banking Job - Mumbai
,
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Retail Branch Banking 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.