Posted By: I mates Consultants | Posted on: August 10, 2020
India Chennai Coimbatore
800000-1500000 RS
3-10

Job Description:

Profile - Relationship Manager | Prevy Banking | Portfolio Management

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 prevy programme.

Ideal Candiate - Ideal candiate 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 hni client handling private wealth investment advisory


Similar Jobs..

Posted on: August 10, 2020

Posted on: August 10, 2020

Chennai, Coimbatore, 1000000-1500000

Posted on: August 10, 2020

Posted on: August 10, 2020

Posted on: August 10, 2020