Hiring for Relationship Manager

Aussicht: 109

Update Tag: 30-05-2024

Ort: Pathankot Punjab

Kategorie: Der Umsatz

Industrie: Staffing Recruiting Banking Financial Services

Position: Associate

Jobtyp: Full-time

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Jobinhalt

Dear Applicants,

We are hiring for one of the leading Bank for the profile of Relationship Manager

Job Responsibilities

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.
Designing Portfolio for investments on the basis of risk profile of customers using various applications
To Enhance Retain customer profitability by capturing larger share of Wallet
Ensuring compliance and control in sales and service.
Servicing of High Net Worth customers.

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