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Samip Patil

Consultant at Forpple Consulting

Last Login: 17 February 2020

536

JOB VIEWS

42

APPLICATIONS

16

RECRUITER ACTIONS

Job Code

797931

Wealth Manager/Relationship Manager - BFS

5 - 9 Years.Anywhere in India/Multiple Locations/Mumbai
Posted 4 years ago
Posted 4 years ago

Job Description :


- Acquires new HNI clients and engages with existing HNI clients for the bank

- Cross sells liability, asset and investment products to existing and new HNI clients

- Regular review of client's portfolios

- Coordinates with other group companies to provide one stop shop solution to all existing and new clients

- Plans and conducts special sales initiatives and events for prospective and existing clients

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Posted By

user_img

Samip Patil

Consultant at Forpple Consulting

Last Login: 17 February 2020

536

JOB VIEWS

42

APPLICATIONS

16

RECRUITER ACTIONS

Job Code

797931

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