Hiring For Senior Relationship Manager (Wealth) with prominent Bank

From 4 to 9 year(s) of experience
₹ Not Disclosed by Recruiter

Job Description

Roles and Responsibilities


1. 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.

Role:Sales Manager

Salary: Not Disclosed by Recruiter


Functional Area:BFSI, Investments & Trading

Role Category:Trading, Asset & Wealth Management

Employment Type:Full Time, Permanent


UG:Any Graduate

Company Profile


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Company Info
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Recruiter Name:Swapnil Damke

Contact Company:SKILLVENTORY