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Relationship Manager | Wealth | Bank | Mumbai

Location: Mumbai, Maharashtra

Category: Bank Jobs

Email : ayub@upman.in

Mobile No : ++1 6353078045

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.

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