Hiring for Relationship Manager

V-Konnect Associates

Ver: 109

Dia de atualização: 30-05-2024

Localização: Pathankot Punjab

Categoria: Vendas

Indústria: Staffing Recruiting Banking Financial Services

Posição: Associate

Tipo de empregos: Full-time

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Conteúdo do emprego

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.
This job is provided by Shine.com
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Data limite: 14-07-2024

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