RM - Wealth Management - Bank - HNI

We have an opportunity with a leading MNC Bank for Relationship Manager role, the key responsibilities are mentioned below

Responsibilities:

- To enhance the Relationship Value of the assigned customers through established compliant processes, by providing customer oriented wealth management solutions.

- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.

- Advise customer to enrich the relationships by mobilising additional funds and sell other fee based products/services based on the current and future customer needs.

- Review product penetration for the assigned client base, identify potential customers who can be sold tailored products to enhance product penetration

- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.

- Acquire new customers through converting referral leads.

- We are looking for MBA-2009,2010,2011 and 2012 batch from Tier-2 b-schools with wealth management experience

or

- MBA-2006,2007,2008 and 2009 batch from Tier-3 Institutes with wealth management experience

Interested may send your profile with ctc details to rumana@datamaticsindia.com

Contact No: 080-41237369

Rumana Khan
Datamatics Staffing Services Pvt. Ltd,
Bangalore