Profile - Relationship Manager-Portfolio Management- Wealth Management.
Scope of the Role - Manage an HNI clients,Acquire new super HNI Clients deepening the relationship with the exisiting clients.
Job responsibilities –
Manage Super HNI clients, Acquire new clients deepening the relationship with cross selling of other financial products.
Provide the best customer service and being a single point of contact of the HNI clients mapped.
Generate revenue through cross sell of other financial products like LI,MF,Forex,Assets and liabilities.
Maintain complete relationship record of the clients.
5. Introduce the new products of the bank to the clients.
Ideal Candidate - Ideal candiate should be somebody with good exposure in wealth management,mutual fund,hni banking ..etc.
Location - Coimbatore
CTC -8 to 14 Lak
portfolio management wealth management hni client handling banking mutual fund key accounts