Posted By: I mates Consultants | Posted on: June 20, 2019
Chennai Coimbatore

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.

portfolio management wealth management hni client handling private wealth investment advisory

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