3.0 - 7.0 years

0 Lacs

kolkata, all india

On-site

As a Royal Relationship Manager at AU Small Finance Bank in South Mumbai, your role will involve managing relationships with high-net-worth individuals. Your key responsibilities will include: - Providing wealth management services to clients - Acquiring new-to-bank customers - Managing portfolio management services for clients - Offering wealth products to enhance client portfolios - Working towards achieving Million Dollar Round Table (MDRT) membership - Participating in contests to enhance performance The qualifications required for this role include expertise in wealth management, experience in new customer acquisition, proficiency in portfolio management services, knowledge of wealth pr...

Posted 1 week ago

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Credit Card Sales Manager Bharti Consultants

3.0 - 7.0 years

0 Lacs

kolkata, all india

On-site

As a Royal Relationship Manager at Au Small Finance Bank located in South Mumbai, you will be responsible for managing and nurturing relationships with high-net-worth individuals. Your role will involve providing wealth management services, promoting new-to-bank opportunities, handling portfolio management services, offering a range of wealth products, achieving Million Dollar Round Table (MDRT) qualifications, and participating in contests to enhance customer engagement. Key Responsibilities: - Provide wealth management services to high-net-worth individuals - Identify and pursue new-to-bank opportunities - Manage portfolio management services for clients - Offer a diverse range of wealth p...

Posted 2 weeks ago

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