Sr.HR Executive at Xeam Ventures Pvt. Ltd.
Views:177 Applications:28 Rec. Actions:Recruiter Actions:3
Branch Relationship Manager - Bank (4-9 yrs)
Job Description :
- Handling a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services
- 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 with branch SOP and control in sales and service
- Deepen the relationship by Cross selling Banks Products
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.