Job Description
Email : ayub@upman.in
Mobile No : ++1
We have an urgent opening for Relationship Manager ( Wealth ) for Mumbai location.
Job Responsibilities:
• Managing Portfolio of HNI Clients by weekly/ monthly calls and providing resolution to their queries in specified TAT.
• Formulation of outbound sales plan to acquire new HNI customers for increasing customer based portfolio.
• Ensuring need based approach towards all mapped clients by conducting risk profiling and regular reporting of product penetration.
• Maintaining client relationship with the bank by providing one stop solution to customer’s queries and investment needs.
Mobile No : ++1
We have an urgent opening for Relationship Manager ( Wealth ) for Mumbai location.
Job Responsibilities:
• Managing Portfolio of HNI Clients by weekly/ monthly calls and providing resolution to their queries in specified TAT.
• Formulation of outbound sales plan to acquire new HNI customers for increasing customer based portfolio.
• Ensuring need based approach towards all mapped clients by conducting risk profiling and regular reporting of product penetration.
• Maintaining client relationship with the bank by providing one stop solution to customer’s queries and investment needs.
💡 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 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.
