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Shivani Bakshi

Senior Consultant at People Tree Consultants

Last Login: 21 April 2018

Job Views:  
1509
Applications:  21
Recruiter’s Activity:  0

Job Code

523403

Relationship Manager/Senior Relationship Manager - Private Banking

5 - 10 Years.Mumbai
Posted 6 years ago
Posted 6 years ago

We are looking for a Relationship Manager / Sr Relationship Manager-Private Banking professionals with a Bank.

Knowledge / Skills:

Qualification- Graduate/Post-graduate

Total experience- Minimum of 5-10 Yrs

Location-Mumbai

Industry-Banking/ NBFC

Key Responsibilities-

- Acquisition of new clients and consistently build own book of HNI/UHNI Clients and AUM.

- Ensure profitability of the portfolio: Generate high Income per Customer.

- Understanding clients risk profile, cash flow requirements and accordingly articulating investment strategies across asset classes.

- Generating incremental annual income by developing effective strategies of cross selling banking products and services including wealth management products like PMS,Mutual fund, Insurance, Assets and banking Products.

- Offer wealth management services through various products offered by bank and achieve revenue targets consistently.

- Deepening the relationship by identifying and fulfilling customers banking needs.

In case if you find this opportunity interesting request you to send in your updated resume :

Total Experience-
Current CTC-
Expected CTC-
Notice Period-

Team People Tree

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Posted By

user_img

Shivani Bakshi

Senior Consultant at People Tree Consultants

Last Login: 21 April 2018

Job Views:  
1509
Applications:  21
Recruiter’s Activity:  0

Job Code

523403

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