Verified Job
Accounting - Finance
Relationship Manager Wealth Bank
Accounting - Finance
#403816
Remote / WFH
Job Description
Email : [email protected]
Mobile No : ++1
We have an urgent opening for Relationship Manager ( Wealth ) for Mumbai location.
Job Responsibilities:
• Managing Portfolio of HNI Clients by weekly/ monthly calls and providing resolution to their queries in specified TAT.
• Formulation of outbound sales plan to acquire new HNI customers for increasing customer based portfolio.
• Ensuring need based approach towards all mapped clients by conducting risk profiling and regular reporting of product penetration.
• Maintaining client relationship with the bank by providing one stop solution to customer’s queries and investment needs.
Mobile No : ++1
We have an urgent opening for Relationship Manager ( Wealth ) for Mumbai location.
Job Responsibilities:
• Managing Portfolio of HNI Clients by weekly/ monthly calls and providing resolution to their queries in specified TAT.
• Formulation of outbound sales plan to acquire new HNI customers for increasing customer based portfolio.
• Ensuring need based approach towards all mapped clients by conducting risk profiling and regular reporting of product penetration.
• Maintaining client relationship with the bank by providing one stop solution to customer’s queries and investment needs.
