Relationship Manager – Wealth

3 - 8 Years
Chandigarh, Yamunanagar

Job Description

. Responsible for managing set of existing portfolio and achieving
assigned targets.
2. Responsible for acquiring NTB customers and generate reference
business from existing clients.
3. Enhancing the revenue from existing portfolio by providing apt
banking solutions.
4. Monitoring client's portfolio performance, conducting periodic
profitability analysis, rendering sustained advisory services for
securing high ROI and increasing retention levels.
5. Arranging Campaigning activities with sales team.
6. Responsible for following the process of Audit, compliances and
regulatory policies of the bank.
7. Profiling of customers and maintaining secrecy on the same.
8. Responsible for maintaining good synergies with other bank channels.
9. Relationship Management for HNI clients & their Retail banking
needs, need analysis, requirement analysis.

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Treasury

Role:Sales/Business Development Manager-Derivatives


Desired Candidate Profile

Please refer to the Job description above

Company Profile

Skill Ventory

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Contact Company:Skill Ventory