Job Description
b 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 & Retain customer profitability by capturing larger share of Wallet
• Ensuring compliance and control in sales and service.
• Servicing of High Net Worth customers.
Desired Candidate Profile
Perks and Benefits
RoleRelationship Manager
Industry TypeBanking
Functional AreaBFSI, Investments & Trading
Employment TypeFull Time, Permanent
Role CategoryBanking Operations
Education
UG :Any Graduate
Key Skills
Wealth Management
HNI Salesrelationship managementportfolio management
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 & Retain customer profitability by capturing larger share of Wallet
• Ensuring compliance and control in sales and service.
• Servicing of High Net Worth customers.
Desired Candidate Profile
Perks and Benefits
RoleRelationship Manager
Industry TypeBanking
Functional AreaBFSI, Investments & Trading
Employment TypeFull Time, Permanent
Role CategoryBanking Operations
Education
UG :Any Graduate
Key Skills
Wealth Management
HNI Salesrelationship managementportfolio management
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Wealth | | 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.
