[Immediate Start] Group Relationship Manager

4 weeks ago

Mumbai, India Skillkart Consultancy Full time

As a Relationship Manager in the Private Banking Group PBG at HDFC Bank you will play a key role in providing personalized wealth management solutions to high-net-worth individuals HNIs and Ultra HNIs The role demands a deep understanding of financial products an ability to offer customized solutions and the capability to build strong and enduring client relationships Key Responsibilities - Client Acquisition Relationship Management - Identify and acquire high-net-worth clients HNIs and Ultra HNIs - Build and nurture long-term relationships with clients to ensure loyalty and retention - Understand client financial goals and tailor wealth management solutions to meet their needs - Develop a personalized portfolio strategy for clients in line with their financial objectives risk tolerance and investment horizon Portfolio Management Advisory - Provide expert advice on investment products asset allocation estate planning and retirement planning - Monitor clients portfolios track their performance and suggest timely rebalancing or restructuring as needed - Offer insights into market trends investment opportunities and economic developments to enhance client decision-making Sales Revenue Generation - Cross-sell the bank s products such as mutual funds structured products insurance fixed income and more - Drive revenue growth through proactive relationship management and achieving business targets - Monitor and manage the overall PBG business performance focusing on enhancing profitability Salary - upto 32 lakhs Note - 1 The candidate current location is Mumbai or having a clients based of Mumbai 2 We need those candidates as Relationship manager whose Having Atleast an Experience of 7 Years As RM in wealth products3 The current fixed ctc of candidates is 18 lakhs or more than ref updazz com

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