Job Description
Leading Private bank hiring Relationship Managers/Wealth Managers in Multiple locations.
• A minimum of 3 years of experience in Portfolio Management in any Private Bank is required.
Job Description
• To Handle a portfolio of HNI customers of the bank and cross-sell various products according to clients' needs.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality/hygiene parameters of the portfolio
• Cross-selling Third Party Products of the bank based on the customer need Like MF/ Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per the defined process
• Advisory services to be offered based on the customer's requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within the portfolio
Requirements
• Graduate preferably Management Graduate.
• Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
• MIS generation.
(ref:updazz.com
• A minimum of 3 years of experience in Portfolio Management in any Private Bank is required.
Job Description
• To Handle a portfolio of HNI customers of the bank and cross-sell various products according to clients' needs.
• Liability Product selling, education on product features
• Acquire new customers through referrals from existing customers who meet product criteria
• Regular interaction with the customer to build rapport to understand and update the profile.
• Enhance the Overall value/book size of the portfolio
• Maintain the overall quality/hygiene parameters of the portfolio
• Cross-selling Third Party Products of the bank based on the customer need Like MF/ Insurance/RBI Bonds
• Joint calls being done along with Supervisor as per the defined process
• Advisory services to be offered based on the customer's requirement.
• Attrition control of customers
• Achieving MTD and YTD Revenue Targets
• Achievement of income plans and other benchmarks within the portfolio
Requirements
• Graduate preferably Management Graduate.
• Developing and maintaining banking relationships with a select group of high-net-worth customers through individualized customer service.
• MIS generation.
(ref:updazz.com
💡 Quick Summary
Seeking a career-building opportunity? The Senior Relationship Manager | Sales | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Navi 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.
