Relationship Manager Preferred Banking
- V-konnect
- 2 to 6 Yrs
- Pune
- 5 years ago
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Job Description
- A Relationship Manager handles a group of High Net Worth Clients providing Financial Advisory Services to the HNI Customers 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 HNI 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 High Net Worth customers.
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial ServicesRole Category: Sales / BDFunctional Area: Not ApplicableRole/Responsibilies: Relationship Manager Preferred BankingContact Details:
Company: V-Konnect AssociatesLocation(s): Pune+ View Contact
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₹ 2.0 - 2.5 Lakh/Yr
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V-konnect
 V-Konnect is a full service recruitment company with its Head office at Gurgaon. V-Konnect brings with itself a decade of rich experience spanning across 10 industry sectors. Over the years, V-Konnect is a preferred recruitment partners to multinationals and leading Indian businesses. Organiz...
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