Job Details

Relationship Manager -Private Banking Group


Job Role & Responsibilities:

  • Engaging with customers to enrich the relationships and garner higher wallet share of the client.
  • Ensure coverage of all relationships through customer engagements and risk profiling
  • Identify potential customers who can be sold tailored products to enhance product penetration
  • Acquire new customers through converting referral leads.
  • Provide complete and comprehensive information on products, services, charges etc. proactively to the customer and ensure best services are provided to them.
  • Having relevant experience in financial services industry.
  • Proven people, business and client relationship handling skills
  • Having a pleasing personality and effective communication skills
  • Ability to engage very large clients
  • Strong persuasion skills
  • Deal closure ability
  • Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints

Qualifications:

  • CA/MBA (Finance) with 3-12 years? experience in ultra HNI clients, portfolio management

Location:

Indore,Delhi,Nashik,Kochi,Meerut

Min Exp (yrs):

3.00

Max Exp (yrs):

12.00



Recommend this job to a friend