Relationship Manager - Wealth Management - Bank

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