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Relationship Manager - Wealth Management - Bank (5-10 yrs)
Job location will be Goregaon :
- The role requires the Relationship Manager to take full ownership of his/her client portfolios. .
- Acquire new Wealth HNI clients (RV of 5 cr - 300 cr), identify their needs and showcase offerings as per their asset allocation & requirements.
- Cross-sell products and services to clients by collaborating more within other divisions of the group through effective introductions.
- Products profile include MF, PMS Scheme, Banking and related products. .
- Deliver Targets as per KRA's
- 5-8 years of experience in financial & banking industry with relevant experience in investment advisory . Teamwork and Collaboration .
- Post-graduate qualification would be preferred .
- Ability to initiate and hold interactions with HNI Clients and deepen the relationships
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