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Recruiter at Emerald managment services
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Private Bankers/Relationship Manager - Wealth Management (5-11 yrs)
Relationship Manager/Private Banker- Wealth Management
Roles & Responsibilities:
- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category
- A priority customers
- Sources new bank customers through external individual efforts and acquisition channel
- Ensures high levels of customer service orientation and application of bank policy
- Cross sells bank products to existing set of Customers
- Informs customers of new products or product enhancements to further expand the banking relationship
- Plans and conducts special sales initiatives and events for prospective and existing clients
- Coordinates with other group companies to provide seamless access to other products
- Maintains complete relationship record for assigned customer accounts
Job Requirements:
- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services
- MIS generation
- Graduate - 4 -6 years of experience AMFI / IRDA
- Post Graduate - 2 -4 years of experience AMFI / IRDA
Salary offered: 12-19LPA
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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