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Harshit Tandel

Consultant at Head Hunters HR

Last Login: 06 May 2015

1266

JOB VIEWS

24

APPLICATIONS

4

RECRUITER ACTIONS

Job Code

189687

Manager/Sr Manager - Relationship Manager - Bank - HNI

7 - 12 Years.Mumbai
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 :

Designation : Relationship Manager

Grade : Manager / Senior Manager ( As per candidates experience )

Location : Mumbai

Salary : 7 to 12 L p.a.

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.

Contact Details : 022 403884454

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Posted By

user_img

Harshit Tandel

Consultant at Head Hunters HR

Last Login: 06 May 2015

1266

JOB VIEWS

24

APPLICATIONS

4

RECRUITER ACTIONS

Job Code

189687

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