Relationship Manager/Senior Relationship Manager

1 month ago


Mumbai, India iimjobs Full time

Relationship Manager/Sr Relationship Manager Private Banking


Key Responsibilities:

- Managing relationships of super HNI clients, retaining & enhancing advisory relationships. Service the banking requirements of the super HNI clients.

- Offer Private Banking/ wealth management services through products like mutual funds, advice on direct equity, structured products, insurance, asset allocation, bonds and derivatives to both NCA/ Existing Clients

- Ability to understand, anticipate and react to competitive market requirements, industry opportunities and constraints

- Proven track record of minimum 3-6 years of relevant experience in client acquisition and management of wealth for HNI and private clients.

- To achieve sales targets in terms of income generated across all advisory products in slabs of 1.00 crs, 0.75 cr and 0.55 cr.


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