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Waytogo Consultants logo

Private Banking Relationship Manager

8 - 13 years

14 - 24 Lacs

Navi Mumbai, Mumbai, Mumbai (All Areas)

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Private Wealth Wealth Management Private Banking Client Acquisition Relationship Management Mutual Funds Sales Wealth Relationship Investment Portfolio

Work Mode

Work from Office

Job Type

Full Time

Job Description

Handle the HNI Sales / Wealth Management / Private Banking segment Sound understanding of financial planning and wealth management products in India In-depth knowledge of local market and competitio n Achieving client retention by supporting Relationship Managers (RMs) in providing stellar service to high net-worth clients and following up promptly on client calls or queries. Establish, manage and grow the TRV of the elite Client segment by acquiring and nurturing the clients having AUM => INR 10 M Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialist with clients Ensure complete knowledge of all products & services through continuous skill and knowledge improvement Resolve customer queries and complaints within the agreed TAT as per the customer service policy Promptly recognizing and appropriately escalating issues to Management. Manage meetings and travel arrangements of RMs.

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Waytogo Consultants
Waytogo Consultants
www.waytogoconsultants.com

Consulting

San Francisco

50 Employees

82 Jobs

    Key People

  • Jane Doe

    CEO

  • John Smith

    COO

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