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Branch Relationship Manager

Branch Relationship Manager

Skillventory

4 - 9 years

4 - 9 Lacs

Surat

Posted:1 month ago| Platform:

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Skills Required

HNI Team Handling HNI Sales Ultra Hni HNI Acquisition HNI Client Handling

Work Mode

Work from Office

Job Type

Full Time

Job Description

Principal Responsibilities: A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers and offering Portfolio Investment Services The job also included achieving all the budgets and revenues through third party sales, transaction maintenance. It also includes use of Wealth management Application actively for designing product suitability matrix, financial planning for the customers enrolled under Wealth management. Acting as an interface between the bank and its HNI customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing. Designing Portfolio for investments on the basis of risk profile of customers using various applications To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring compliance and control in sales and service. Deepen the relationship by Cross selling Banks Products. Servicing of High Net Worth customers

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Branch Relationship Manager