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27/07 Vineeth Murali
Sourcing and Delivery Manager at Confidential

Views:2055 Applications:37 Rec. Actions:Recruiter Actions:1

Relationship Manager - Private Banking - HNI Segment (4-15 yrs)

Mumbai Job Code: 598054

RM - PRIVATE BANKING

Location : Mumbai

Experience : 4.0 - 15.0 Years

Function : Sales & Marketing

Job Description :

- 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 for private wealth

- 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

- Business generation on Investment Advisory Services.

- Guiding, developing and motivating Team members for achieving Team targets.

- To work with the retail branch banking channels towards lead generation, client acquisition and servicing.

- Ensuring proper development of Business in area in terms of clients, Market share, processes and relationship management.

- To meet the Sales target in terms of income generated across all advisory Products as also Product support for TPP.

- To ensure high level of customer satisfaction

Qualification : Any Graduate


Working Days : 6 Days a Week ( to )


Job Nature : Full Time

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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