Posted:8 months ago| Platform: Naukri logo

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Skills Required

Portfolio Management HNI Client Handling Wealth Management Ultra Hni Third Party Products HNI Acquisition

Work Mode

Work from Office

Job Type

Full Time

Job Description

RBL BANK IS HIRING FOR RM ROLE - MUMBAI LOCATION - APPLY NOW!!!
Roles and Responsibilities :

  • Manage high net worth individual (HNI) clients' relationships, ensuring exceptional service delivery and retention.
  • Identify new business opportunities through networking, referrals, and market research to drive HNI acquisition.
  • Develop and implement customized investment strategies for HNIs, utilizing third-party products where necessary.
  • Collaborate with internal teams to ensure seamless execution of portfolio management services.

Job Requirements :

  • 4-12 years of experience in wealth management or related field.
  • Proven track record in HNI client handling and acquisition.
  • Strong understanding of third-party products and their applications in portfolio management.

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