Relationship Manager - Private Banking Group - HNI

Mindshare Consultants has an opening with one of the leading bank.

Below mention are the details

Relationship Manager - Private Banking

Equities and Private Banking Group

Responsibilities:

- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives.

- Acquiring high value relationships into the private banking group.

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships.

- Service the banking requirements of the super HNI clients.

- To achieve sales targets in terms of income generated across all advisory products in slabs of 2crs, 1 cr and 0.5 cr.

- To execute cross sell efforts as per focus of the bank at any given point in time.

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

- To acquire new clients in the targeted HNI segment from outside the bank.

Tanvi Kurlawala
Mindshare Recruitment Consultants Pvt Ltd
Tel : 022-67615041
URL : www.mindshareconsultants.com
Add : 61,2nd Floor, Juhu Shopping Center,JVPD Scheme, Juhu,Mumbai 400049