Portfolio Wealth Relationship Manager (Deputy Manager)

Waytogo Consultants Pvt Ltd

HNI Relationship Manager is primarily responsible for providing financial solutions to the HNI customers and ensuring value added services.

Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet.

Responsible for deepening the existing relationships by cross selling of Bank's products and Services/ third party investment products.

Increasing customer engagement through other non-investment products like Forex, Remittances, Loans, etc. to the new and existing customers.

Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions.

Experience : 2 - 7 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Portfolio Wealth Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India