Relationship Manager | Portfolio Management | For A Leading Bank

Year    Bangalore, Karnataka, India

Job Description


Scope of the Role: Managing the High Net Worth customers of the Bank and achieving the targets assigned in terms of cross selling and Acquisitions . : 1) Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 2) Profiling Customers and provide financial products to meet customer needs. 3) Sales targets spread across Liabilities, Retail Assets, , Forex, Credit Cards, Online trading etc. 4) Providing financial planning & Investment Advise. 5) One point contact for all requirements of High Net Worth customers in the Branch. Ideal Candidate: Candidates having very good experience in portfolio management of HNI / corporate clients for multiple products from Banks, Securities, and other BFSI

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Job Detail

  • Job Id
    JD3174749
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bangalore, Karnataka, India
  • Education
    Not mentioned
  • Experience
    Year