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25/05 Tanvi
Recruiter at V-konnect Associates

Views:5 Applications:5 Rec. Actions:Recruiter Actions:0

Senior Relationship Manager - Wealth Management - Bank (2-14 yrs)

Mumbai Job Code: 274440

- A Relationship Manager handles a group of NRI Clients providing Financial Advisory Services to the NRICustomers 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 NRI 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.

- Servicing of HNI customers.

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