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Harshit Tandel

Consultant at Head Hunters HR

Last Login: 06 May 2015

26545

JOB VIEWS

1578

APPLICATIONS

660

RECRUITER ACTIONS

Job Code

207003

DM to AVP - Relationship Manager - Bank

1 - 10 Years.Mumbai/Bangalore/Pune
Posted 9 years ago
Posted 9 years ago

We are working on a urgent requirement for a leading bank in India.

The detailed Job Description is below :

Job Description : Relationship Manager

Grade : DM to AVP ( As per candidates experience )

Location : Mumbai / Pune / Bangalore

Salary : As per the Grade

Job Details :

- Advised clients on a range of investment opportunities for their financial growth. ( No Client acquisition because of huge client base)

- Offered specialized services concerned with asset allocation and budget control.

- Served as a wealth manager for a broad base of clients. ( Nearly 200 HNI & ultra HNI clients)

- Ensuring end-to-end management of investments of HNI’s and ensuring effective handling of HNI client's query.

- Maintained client database, working closely with team to relationship-manage customers and maximize referrals and sales opportunities

- Profitably selling and marketing the financial products like Mutual Funds, Life Insurance, Gold Coins and Working Capital Finance .

- Participating actively in branch sales planning to generate action plans for meeting targets.

- Generation of Fee Income from IPG , mainly Life Insurance, Mutual Fund, Structure Products and PMS

Job requirement:

- Candidate should be a post graduate from B-school.

- Should have an experience of 1-10 years in the any of the industry

- Ability to advise and handle relationships of top end clients

If Interested, kindly revert to this mail with your updated CV.

Didn’t find the job appropriate? Report this Job

Posted By

user_img

Harshit Tandel

Consultant at Head Hunters HR

Last Login: 06 May 2015

26545

JOB VIEWS

1578

APPLICATIONS

660

RECRUITER ACTIONS

Job Code

207003

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