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Nikita Malik

HR Consultant at V-konnect Associates

Last Login: 16 May 2024

Job Views:  
175
Applications:  94
Recruiter Actions:  11

Job Code

1408840

Senior Relationship Manager - Wealth Management

2 - 7 Years.Bangalore/Mumbai/Chennai/Noida/Delhi
Posted 2 months ago
Posted 2 months ago

- A Relationship Manager handles a group of HNI Clients providing Financial Advisory Services and offering Portfolio Investment Services

- The job also included achieving all the budgets and revenues through third party sales, transaction maintenance.

- It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management.

- Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing.

- Designing Portfolio for investments on the basis of risk profile of customers using various applications

- To Enhance & Retain customer profitability by capturing larger share of Wallet

- Ensuring compliance and control in sales and service.

- Servicing of HNI customers

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Posted By

user_img

Nikita Malik

HR Consultant at V-konnect Associates

Last Login: 16 May 2024

Job Views:  
175
Applications:  94
Recruiter Actions:  11

Job Code

1408840

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