Preferred / Imperia Relationship Manager – Mumbai | Wealth Management|

From 4 to 9 year(s) of experience
₹ 5,00,000 - 11,00,000 P.A.

Job Description

JOB ROLE:

- Managing the High Net Worth customers of the Bank

- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.

- Profiling Customers and provide financial products to meet customer needs

- Ensuring the highest levels of service to the High Net Worth customers

- Providing financial planning & Investment Advise

- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.

- One point contact for all requirements of High Net Worth customers in the Branch

- Acquisition & Servicing of High Net Worth customers

Desired Candidate Profile:

- Any Graduate/Post Graduate/ Professional Degree with Minimum 3 years of work experience in Retail Branch Banking

- Excellent knowledge of banking products & services, equities markets, unit trusts and other personal investment services.

- Good Relationship Management & service focus Skills

- Good Communication, Presentation, Interpersonal & Influential Skills.




Share resume at shailendra.sing@fortuneps.com




Role:Retail Banking Sales

Salary: 5,00,000 - 11,00,000 P.A.

Industry:Banking

Functional Area:Sales & Business Development

Role Category:Retail & B2C Sales

Employment Type:Full Time, Permanent

Education

UG:Any Graduate

PG:Any Postgraduate

Company Profile

Fortune Personnel Services

For one of client

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Contact Company:Fortune Personnel Services