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
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.