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Portfolio Manager Job Vacancies in Coimbatore

Relationship Manager

Bee Financial Services Pvt Ltd

  • 1 - 5 yrs
  • 5.0 Lac/Yr
  • RS Puram Coimbatore
Sales Wealth Management Portfolio Management Financial Advisory Investment Advisory Client Relationship Management
Financial Advisors - Mutual Funds , Fixed Deposits , Life Insurance & Health Insurance , Loans ., B2C Sales with this Products
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Virtual Relationship Manager

Imates Consultants

Portfolio Management Virtual Relationship Manager Digital Banking
Continuous engagement with the portfolio customers mapped as per the contact policy, with accurate & complete capture of interaction details.2) Call handling as per defined standards.Increase the wallet share by cross selling of all banking products.3) Accurate resolution for customer queries.4) Promoting Digital Banking services for a superior customer service experience.5) Profiling of customers in order to aid right cross-servicing of Bank products.
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Relationship Manager

Rekrut India Private Ltd

Sales Corporate Banking Wealth Management Portfolio Management Financial Advisory Investment Advisory Stock Broking Client Relationship Management Client Management
Taking care of existing HNI Portfolio and Servicing HNI customer. Good in all Banking Products Knowledge. Good in acquisition. . Good in local market.
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