Posted By: I Mates Consultants | Posted on: August 10, 2020
India Alappuzha Kottayam Pathanamthitta Trivandrum Kollam Chennai
800000-1100000 RS
5-13

Job Description:

Profile - Relationship Manager | Preferred Banking | Portfolio Management

Scope of the Role - Acquisition and Management of HNI client relationships for the bank. 

Job Description -

1) Acquisition of HNI Clients for the Bank.( New CASA Accounts)

2) Deepening the exisiting relationships by cross sell of various other financial products.

3) Conduct marketing activities to get the attention of the target population.

4) Keep a relationship record of the clients.

5) Provide the best possible customer support for the clients who has in the insignia programme.

Ideal Candiate - Ideal candidate would be somebody who is in Banking/Securities/Private Wealth background with a good HNI portfolio and the exposure in handling the same portfolio for atleast 3 years.

 

 

Skills:
portfolio management wealth management mutual fund key accounts management pms


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