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28/11 Humaira
Managing Director at RealHR(I)Pvt Ltd

Views:2151 Applications:108 Rec. Actions:Recruiter Actions:19

Priority Relationship Manager - Private Banking (3-10 yrs)

Mumbai Job Code: 516089

- Managing and servicing the Priority Optima and Insignia Clients of the Bank

- Managing existing clients for enhancing AUM book size

- Organizing marketing activities for acquiring new HNI clients

- Offer wealth management solutions through products like mutual funds advice on PMS, structure products, Private -Equity, insurance, asset allocation and bonds.

- Ensure high level of customer service orientation and application of bank policy.

- To offer complete solution across financial planning aspects like retirement planning, will etc.

- Inform customers of new products or product enhancements to further expand the banking relationship.

- To keep one self-updated on the financial markets and in advisory products / services in particular.

- Co-ordinate with other group companies to provide seamless access to other 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.

Women-friendly workplace:

Maternity and Paternity Benefits

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