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Affluent Relationship Manager (BANK) Mumbai

Affluent Relationship Manager (BANK) Mumbai

Quotient Consultancy

10 - 20 years

15 - 30 Lacs

Hyderabad Bengaluru Mumbai (All Areas)

Posted:1 week ago| Platform:

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Skills Required

wealth HNI Private Banking Portfolio Management PMS Priority Banking Private Wealth

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Work from Office

Job Type

Full Time

Job Description

Affluent Relationship Manager for Leading Bank MUMBAI/ Bangalore/Hyderabad Interested please call MAHEK 9137263337 and drop CV at quotientconsultancy@gmail.com Role:Leading Bank Hiring Affluent Relationship Manager - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per client requirements. - Ensure client Contactability at all times through regular connect with them in weekly/ monthly calls. - Resolves client queries for the managed book within the specified TAT - Ensures high levels of customer service orientation and application of bank policy - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Maintains complete relationship record for assigned customer accounts - Endure adherence to all bank and regulatory Processes at all times.

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www.quotientconsultancy.com

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New York

50 Employees

98 Jobs

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Affluent Relationship Manager (BANK) Mumbai

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Affluent Relationship Manager (BANK) Mumbai

Experience & Salary

Skills Required

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