Relationship Manager
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
What you’ll do
Roles and Responsibilities
- Managing the High-Net-Worth customers of the Bank. Portfolio Management, HNI Client Handling.
- Achieving the Business targets assigned in terms of cross selling, enhancing, and upgrading the High-Net-Worth relationships.
- Profiling Customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to the High-Net-Worth customers.
- Providing financial planning & Investment Advice.
- Sales targets spread across Liabilities, Retail Assets, Business Banking, TPP etc.
- One point contact for all requirements of High-Net-Worth customers in the Branch.
- Acquisition & Servicing of High-Net-Worth customers.
Desired Candidate Profile
- Any Graduate/Postgraduate/ Professional Degree with Minimum 4 years of work experience in Retail Branch Banking
- Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.
- Good Relationship Management & service focus Skills.
- Good Communication, Presentation, Interpersonal & Influential Skills.
- Knowledge of liability products, third party products like Mutual Fund, Insurance.
If Interested - Share updated resume at Shailendra.sing@fortuneps.com
Roles and Responsibilities
- Managing the High-Net-Worth customers of the Bank. Portfolio Management, HNI Client Handling.
- Achieving the Business targets assigned in terms of cross selling, enhancing, and upgrading the High-Net-Worth relationships.
- Profiling Customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to the High-Net-Worth customers.
- Providing financial planning & Investment Advice.
- Sales targets spread across Liabilities, Retail Assets, Business Banking, TPP etc.
- One point contact for all requirements of High-Net-Worth customers in the Branch.
- Acquisition & Servicing of High-Net-Worth customers.
Desired Candidate Profile
- Any Graduate/Postgraduate/ Professional Degree with Minimum 4 years of work experience in Retail Branch Banking
- Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.
- Good Relationship Management & service focus Skills.
- Good Communication, Presentation, Interpersonal & Influential Skills.
- Knowledge of liability products, third party products like Mutual Fund, Insurance.
If Interested - Share updated resume at Shailendra.sing@fortuneps.com
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