Branch relationship manager
Published date: 2024/01/10
- Location: India
Branch Relationship Manager
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.
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.
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